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
33
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℠
  • 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 10 years.
  • Sings Tenor for Masterworks Chorale 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
  • Mercy Hospital Bakersfield, Board of Directors
  • 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 Mercury Award, 1988
  • Ameriprise Hall of Fame, 2004