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

  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Intergenerational Planning
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • University of Santa Clara - Bachelor's Degree in Business Finance
  • Gonzaga University - Masters Degree in Commerce & Legal Studies

Previous experience

  • Financial Advisor, KMS Financial Services Inc., 11/18/2005 - 09/14/2018
  • Financial Advisor, Lincoln Financial Advisors Corporation, 09/22/1998 - 11/21/2005