Advisor profile


My approach

Your financial goals are individual, 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, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • ADPA® Accredited Domestic Partnership Advisor℠
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Uniform Registered Investment Adviser

Education

  • B.A. Business and Mathematics from the University of Puget Sound

Interests

I enjoy travel, food, and wine.

Community participation

Awards & recognition

  • Five Star Wealth Manager - Seattle, WA, 2012-2015, 2017-2021
  • Ameriprise Diamond Ring, 2017
  • Ameriprise Circle of Success, 2009, 2011-2020
  • Ameriprise Client Experience Award, 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.