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
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner - 1985

Education

  • B. A. Sociology, St. Vincent College Latrobe PA

Interests

  • Enjoy spending time with friends and family.
  • We are boating enthusiasts and love being out on the water.
  • A good book!
  • I also enjoy outdoor photography - especially lighthouses!

Community participation

Member, Board of Directors for Angel View. A Nonprofit serving children and adults with disabilities. I have been a long time supporter of this segment of our population, as far back as my college years and am pleased to be able to serve in this capacity today.

Member and volunteer with The United States Lighthouse Society; a nonprofit historical and educational organization dedicated to saving and sharing the rich maritime legacy of American lighthouses and supporting lighthouse preservation throughout the nation.

  • Angel View, Cathedral City, CA
  • United States Lighthouse Society, Hansville, WA

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015, 2016, 2017

Professional associations

  • Financial Planning Association