My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

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

Interests

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

Experience

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Areas of Focus

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

Education

  • 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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My Videos(4 videos) X

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