Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFA® Chartered Financial Analyst®
  • CDFA® Certified Divorce Financial Analyst®

Education

  • B.S., 1981, Mechanical Engineering University of Colorado

Interests

Fly Fishing - I have a passion for hand-tying unique fishing flies and putting them to use on local rivers and lakes. A good day of fishing is not about catching fish but enjoying the company of fellow anglers and simply being outdoors.

Music - I began playing piano and trumpet as a teenager and 10 years ago took up jazz guitar in earnest. I am currently learning to play the alto saxophone.

Awards & recognition

  • Ameriprise Circle of Success, 2020-2021