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
33
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
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. in Psychology & Health Fitness - Springfield College '82
  • M.S. in Sports Psychology - Arizona State University '86
  • CFP Certification - CFP Board '94

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2010

Community participation

* Southern California Aquatic Swim Team - SCAQ Master's

* Annual USC Swim with Mike fundraiser participant

Interests

* Enjoys swimming

* Enjoys travel domestic and international

* Enjoys spending time with friends and family

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.