Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning

Qualifications

  • B.S. Business Administration, Finance. University of Oregon 1977
  • CRPC ®, Chartered Retirement Planning Counselor SM

Education

  • University of Oregon, BS in Business Administration, Finance

Community participation

  • Kamiakin Kiwanis
  • Yakima Chamber of Commerce, former Presidents Club
  • Dispute Resolution Center, Youth Mentor

Interests

  • Camping and Hiking
  • Boating
  • Fishing