Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities
  • Series 65 - Uniform Registered Investment Adviser

Education

  • University of Washington, BA, 1991
  • College for Financial Planning, CFP®, 2002
  • College for Financial Planning, APMA®, 2015

Awards & recognition

  • Ameriprise Circle of Success, 2011 , 2013 -2019
  • Ameriprise Client Experience Award, 2022
  • Five Star Wealth Manager, Washington state, 2017-2023

Community participation

I have served on The GSBA's Scholarship Team. The GSBA Scholarship Fund awards educational scholarships to undergraduate LGBTQ and Allied students who exhibit leadership potential, demonstrate strong academic abilities, and who are actively involved in school and community organizations.

I am also a volunteer forest steward for Seola Park and Greenbelt as well as the Arroyo Natural Area. I am currently involved in the restoration of over 35 acres of urban forest land. The partnership’s goal is to restore 2,500 acres of forested parklands by 2025. It is the largest urban forest restoration effort in the nation.

Interests

  • Travel
  • Community Involvement: Children's Hospital Legacy Advisor, Seola Park Forest Steward, GSBA Scholarship Committee
  • Philanthropic and Charitable Gifting Planning

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.