Advisor profile


My approach

I believe that wise, values-based decision-making is the cornerstone of a rich and fulfilling life. My mission is to help people live that life, free from financial worries and empowered to live their dreams.

For 30 years I have helped my clients gain clarity in their money life and translate that clarity into an actionable,comprehensive financial plan to live the life they’ve imagined. It begins with a conversation about the things that matter most to you. Call me and let’s talk.

Ameriprise Financial cannot guarantee future financial results. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Family Finances
  • Retirement Income Strategies
  • Tax Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., Business/Finance, 1980, University of Southern California
  • MBA, 1988, California State University, Northridge

Interests

  • USC Football
  • Good Wine
  • Outdoor Sports
  • Travel

Community participation

  • Agoura Bible Fellowship - Board of Elders

Awards & recognition

  • Ameriprise Circle of Success, 1992 - 2017
  • Ameriprise Diamond Ring Club, 2004
  • Ameriprise Hall of Fame, 2013

Professional associations