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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Small Business
  • Insurance
  • Retirement Income Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Arts, University of Washington

Interests

  • Three wonderful children
  • A Yellow Lab and a Havanese
  • Travel - especially Scotland and Italy
  • Cooking
  • Woodworking
  • Painting
  • Harley Davidson
  • Seattle Seahawks season ticket holder

Community participation

  • Upward basketball coach
  • Former board member of Bremerton Area Chamber of Commerce and Rotary

Previous experience

  • Financial Advisor, Edward Jones, 1997 - 2019