Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Domestic Partner Planning
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts in Business Administration, Seattle University 1985
  • Executive Certificate in Financial Planning, Seattle University 2008

Interests

  • Reading
  • Cooking for Friends
  • Exploring Local Restaurants
  • Architecture & Design
  • Art Collecting
  • Regional Road Trips
  • Educational Travel

Community participation

  • Greater Seattle Business Association
  • Queen Anne Chamber of Commerce
  • 2014 National Day of Service

Professional associations

  • Financial Planning Association

My photos

1 albums
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