Advisor profile


My approach

I help people discover their financial DNA.

Destination.

Navigation.

Action.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CKA® Certified Kingdom Advisor®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • M. S. 1998, Financial Planning, College for Financial Planning, Denver, CO
  • M. A., Summa Cum Laude, 1985, Counseling, University of San Francisco, CA
  • B. A., Summa Cum Laude, 1980, Music, California State University, Stanislaus

Interests

  • Lead Teacher for Adult Bible Study for the past 13 years.
  • Enjoys hunting, snow skiing, gardening & physical fitness.

Community participation

  • Bakersfield Memorial Hospital, Board of Directors.
  • Valley Baptist Church, Board of Directors.
  • Rotary Club of Bakersfield, Past President, 2005
  • The Mission at Kern County
  • CapK-Community Action Partnership of Kern
  • Bakersfield, Relay for Life, Platinum Sponsor
  • Bakersfield Pregnancy Center Donation Drive
  • 2010 Oildorado Days-Civic Luncheon, Bronze Sponsor
  • 2015 Oildorado Days-Grand Parade Presenting Sponsor

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 1993 to present
  • Ameriprise Hall of Fame, 2004
  • Forbes Best-in-State Wealth Advisors, 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.