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

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Cash Flow Management Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant
  • Series 7 License - General Securities Representative
  • Series 66 License - Combined Investment Advisory Agent & Uniform State Exam
  • Insurance License

Education

  • B.A. - Business Administration, Washington State University (1981)

Interests

  • Family game night varies from card games to board games. What a great way to spend some time together.
  • Golf is a game of both joy and frustration for me
  • I am a proud WSU Cougar alum (always) -- GO COUGS!
  • Proud supporter of Joya Child and Family Development
  • Due to my family's involvement in dance, film and local theater, I have and will continue to spend plenty of time in the audience watching and enjoying the talents of many people in Spokane and Coeur d'Alene.

Community participation

  • Elder, Whitworth Church
  • Finance Committee Member, Partners International
  • Board Member, Vytal Movement Dance

Professional associations

  • Washington Society of CPAs