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 Income Strategies
  • Investments
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, Economics, University of Kansas

Interests

  • reading and financial history: reading to understand how individuals and America managed crisis and adversity. This provides useful perspective on today's challenges.
  • being a Dad. Proud father of a daughter following her path to creative accomplishments in the communications and publishing sector.
  • golf: introduced to the game at 14, great friends and experiences are the result. Memorable moments: the links courses in Ireland and Scotland; three holes in one; my connection to Kansas and Prairie Dunes.

Community participation

I have served on the Finance Team at Seattle Unity Church since 2012. We review financial reports and monitor an endowment. We are currently building a new church sanctuary and community space on our site in the South Lake Union neighborhood in Seattle. I served with a team of congregants to envision, plan and implement the construction project. Expected completion expected in the 4th quarter of 2021.

Previous experience

  • Merrill Lynch, 1979-1984
  • Drexel Burnam, 1984-1989
  • RBC Dain Rauscher, 1991-2006