Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

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