Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™


  • MA, 1982, Psychology & Counseling, University of Northern Colorado, Greeley, CO
  • BA, 1979, Economics & Business Admin., Chapman College, Orange County, CA

Community participation

Cheyenne Kiwanis Club, life member and former President

Community Spirit Award 2022 (lifetime achievement)

Capitol Bronze Commission Volunteer

Friday Food Bag Volunteer

Graduate of Leadership Cheyenne and Leadership Wyoming

Cheyenne LEADS, Economic Development, Member and Past Chairman


  • Looking forward to Spring and turning on the water features. The little shoots of green peaking through the ground gives us hope and inspiration for warmer weather. Looking forward to the return of birds, bees and butterflies.

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.