Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Small Business
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Insurance
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • California Insurance & Variable Annuity License # 0C88832

Awards & recognition

  • The Flynn Group, Ameriprise Client Experience Award, 2021-2022

Previous experience

  • Financial Advisor, Edward Jones, Medford, OR, 2012
  • Branch Manager, United Planners Financial Services, Las Vegas, NV, 2010-2011, 2012-2013
  • 2nd Vice President & Financial Advisor, Morgan Stanley, Medford, OR, 2007-2009
  • Financial Advisor, & 2nd Vice President, Smith Barney, Bellvue, WA, Medford, OR, & Grants Pass, OR, 1995-2007
  • Financial Consultant, Financial Network Investment Services, Bothell, WA, 1993-1995

OFFICE CLOSURE DATES 2023

Holidays:

  • New Year’s Day
  • Martin Luther King, Jr. Day
  • President’s Day
  • Good Friday
  • Memorial Day
  • Juneteenth
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day

Additional Office Closure Dates & Half Days:

  • Friday after Thanksgiving (all day)
  • Christmas Eve (all day)
  • New Year’s Eve (half day)
  • Friday’s before a three-day holiday weekend are half days, closing at 1:00 PM Pacific
  • The day before mid-week holidays will be half days, closing at 1:00 PM Pacific.

Community participation

Sponsoring:

Three Square;

St. Jude's Hospital;

Lyon's Club/Annual Golf Tournament;

Yuba-Sutter United Way/Annual Charity Golf Event

Interests

As a former major league player of the Seattle Mariners, Cleveland Indians and Lotte Orions, I have had the privilege to live and travel to numerous foreign countries: Japan, Canada, Mexico, Venezuela and fortunate to be an ambassador of the game for many years to children of all ages. Through my travels, I have been able to enjoy my other hobbies of golf, fishing, camping and hiking throughout the world.