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
  • Investments
  • Wealth Preservation Strategies
42
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
  • FINRA securities licenses 7 and 66
  • Insurance Licenses in WA, CA, GA, HI and MT

Education

  • Nova Southeastern University - Doctor of Business Administration
  • University of Puget Sound - Master of Business Administration
  • University of Montana - Bachelor of Arts Political Science and Economics

Interests

  • Jazz aficionado
  • International travel
  • Avid reader

Community participation