Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • Series 3, 7, 31, 63 & 65 California Insurance License # OB22287

Education

  • Associate of Science Northwood University Midland Michigan 1973

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Morgan Stanley Woodland Hills, CA Financial Advisor/Vice President, 1993-2012

Community participation

Member of Granada Hills Presbyterian Church

  • Agua Dulce Airport Association
  • Porter Valley Country Club.
  • Volunteer in Community: Ameriprise Financial National Day of Service @ Operation Gratitude
  • United Way of Greater Los Angeles
  • Participant in Turkey Trot

Interests

Golfing, private pilot with instrument rating and twin engine rating, surfing, sking, and guitar