Advisor profile


My approach

Value Proposition

  • Educate my clients so they can make informed financial decisions
  • Align portfolios in accordance with clients’ goals, timeline, risk tolerance and tax situation
  • Analyze insurance needs to help clients ensure they have the proper type and coverage amount
  • Advocate for my clients’ goals to help keep my clients on track
  • Deliver sound advice based on up-to-date knowledge, financial tools, theories, rules and laws to create more peace-of-mind for clients through financial planning

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • RICP® Retirement Income Certified Professional®

Education

  • Colorado State University, Bachelor of Science in Business Administration

Interests

  • Bill and I have two kids-Eva, who is special-needs and born in 2004 and Kelvin who was born in 2007.
  • We've lived in Tigard since 2002.
  • I enjoy traveling and have visited 43 countries and 43 states.
  • I like cooking, wine tasting, birdwatching, digital scrapbooking, photography and traveling.

Personal Mission

To make sure that in the time I have left on Earth, I use it to the best of my ability to:

Love and accept the people who matter to me

Work hard at being great in my profession

Enjoy as many of the experiences this world has to offer as I am able

Prepare for the care of my family after I am gone

Find happiness in it all

Community participation

  • I have taught Junior Achievement® classes in the Tigard-Tualatin School District
  • I am a judge for SIFMA Foundation's national student essay competition, InvestWrite®
  • I support the Ameriprise Financial National Day of Service with the Oregon Food Bank℠

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2012-2015, 2017-2018, 2020-2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.