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

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Business Retirement Plans




  • Master of Industrial Engineering - University of Iowa 1975
  • Master of Civil Engineering - Purdue University 1965
  • Bachelor of Civil Engineering - Purdue University 1960

Previous experience

  • Morgan Stanley - Financial Advisor, 1982-2020