Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors of Science Economics, Willamette University, 1983
  • Masters Business Administration, University of Oregon, 1992

Interests

  • I waterski year round.
  • I traveled around the world Spring, 1982.
  • In 2005 spent 3 weeks in India on a community service project.
  • Spent 3 weeks in Scotland in 2012.
  • Philanthropy.

Community participation

  • Past Riverdale School Board Member, 2005 - 2011, Chairman 2007 - 2010
  • Past Trustee, Oregon Museum of Science & Industry (OMSI) 2001 - 2006
  • Past Alumni Board Member, Willamette University 2007 - 2010

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2011

Professional associations

  • Financial Planning Association