Advisor profile

What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Credential FINRA Securities Licenses 3, 7 and 63
  • Washington State Life and Health Insurance License


  • University of Washington - Bachelor of Arts in Economics, 1981




Adventure travel: recently completed a 225 mile hike on the John Muir trail in California

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2010

Professional associations

  • Bellevue Chamber of Commerce

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc, 2009 - current, Bellevue, WA
  • Vice President, Smith Barney, 1982 - 2009, Seattle, WA