My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.


I have always been intrigued by airplanes. Growing up I was always drawing airplanes, building models, and flying the little balsa stick models that you could buy in the toy section of any drug store. Today my love for aircraft has me at air shows and museums often snapping pictures with my camera. I have the greatest respect for the pilots who fought WW2 in the big iron warbirds. It must have been an incredibly hard job to fly these heavy unstable planes, and fight with them as well. I’m still building and flying model airplanes, but they are much bigger now. Many of my radio control models use a chainsaw motor for power.

Community Participation

We proudly support the Klamath Lake County Food Bank


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Areas of Focus

  • Social Security Retirement Benefits
  • Family Finances
  • Sustainably Responsible Investing
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution


  • B.S. Marketing Management, Oregon State University

Files for Download

My Photos(5 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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