My Approach

I care about what’s important to you

Your financial goals are unique, 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 and secure about your financial future.

With the right financial advice, life can be brilliant.

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
34
Years of Experience ?

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Awards & Recognition

  • Ameriprise Circle of Success, 2007, 2011

Education

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

Professional Associations

  • Financial Planning Association

Files for Download

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My Videos(2 videos)