Advisor profile


My approach

I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask targeted questions and listen closely to your answers. That way, you can feel more confident that the advice I provide reflects your personal dreams and goals.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Small Business
34
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
  • RICP® Retirement Income Certified Professional®

Education

  • B.S. Business Administration, California State University, Sacramento, 1984

Interests

  • Spending time with my wife and 2 children
  • Snow skiing and vacations in Lake Tahoe and Hawaii with the family
  • My family and I are very involved in the Methodist Church
  • Philanthropy - I believe in giving back to the community

Community participation

  • Member and past President and Treasurer for 3 years of GotKids, a foundation supporting Lodi Unified Schools
  • 27-year member of the Lodi Tokay Rotary
  • 32-year member of the Financial Planning Association of San Joaquin Valley and was President for 4 years
  • Through the Lodi News Sentinel, I write a monthly finance column called "Money Talk"
  • 27-year Member of the Stockton Estate Planning Council, currently serving as Secretary
  • Through The Record, I authored the Extreme Money Makeovers for 25 years, organized the FPA call-ins and have been interviewed frequently.

Awards & recognition

  • Ameriprise Hall of Fame, 2015
  • Ameriprise Circle of Success, 2005-2017
  • Protect. Grow. Give.®Award, RiverSource Life Insurance Company, 2012
  • Ameriprise Diamond Ring Club, 2004

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., Lodi, CA, 1986-2015
  • Financial Advisor, Self-Employed, Stockton,CA, 1984-1986