Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP®CERTIFIED FINANCIAL PLANNER™ professional
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™

Education

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

Interests

  • 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.

Community participation

Cheyenne Kiwanis Club, life member and former President

Friday Food Bag Volunteer

Graduate of Leadership Cheyenne and Leadership Wyoming

Cheyenne LEADS, Economic Development, Member and Past Chairman