Advisor profile


My approach

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.

Areas of focus

  • Christian Financial Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • AEP® Accredited Estate Planner®
  • CAP® Chartered Advisor in Philanthropy®

Education

  • B.S., University of California, Davis, CA

Interests

  • I enjoy flyfishing and collecting antique fly reels.
  • My wife, Rochelle, and I love to travel locally and abroad.
  • Rochelle and I are BBQ Masters

Community participation

Over the past several years, our staff has enjoyed volunteering their time and donating to the local non-profit organization, Food for Lane County. We have worked in their gardens, in their kitchen peeling potatoes, & our food donations have totaled close to 450lbs equaling approximately 350 meals!

Also, we had been looking for a local non-profit that was specific to children & we found Bags of Love. Our team donated their time, and along with our clients, we were able to donate close to 65lbs ($1,250 worth) of clothing & toiletries.

Why choose a Certified Kingdom Advisor®?

There are a lot of qualified financial advisors. But can they help you be a faithful steward of the finances entrusted to you?

As a Christian striving to live a life of purpose and contentment, consider working with an advisor who can give you advice based on the biblical principles of stewardship.

I share your Christian world view. I’ll help you create a financial plan that aligns with you deeply held values and beliefs.

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.