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

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Interests

  • I'm in love with, Debbie, my wife of 35 years.
  • I love my grandsons, Noel and Evan.
  • I like golfing, camping, fishing, and hiking.

Community participation

  • Rotary International, Modesto Sunrise Rotary
  • Rotary International, Past President Turlock Sunrise
  • Rotary International, Multiple Paul Harris Fellow
  • Free Mason
  • Modesto Chamber of Commerce, Member

Professional associations

  • Financial Planning Association