Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Domestic Partner Planning
  • Charitable Giving
  • Employee Stock Options
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®
  • Series 7 Securities License
  • Series 66 License
  • Life & Health Insurance License

Education

  • B.S., Political Science, Oregon State University, 1986-1990

Interests

  • My family is my highest priority
  • Rock climbing
  • Riding my Harley

Community participation

We believe it is important to give back to the community where we live and work with our time, talent and resources. Below are charities we choose to support throughout 2016. I hope you will visit their websites to learn more about their missions.

Awards & recognition

  • Wealthbridge Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2010-2013, 2015-2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.