Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Dartmouth College, A.B.
  • Dartmouth College, Bachelor of Engineering
  • Stanford University, Master of Science in Civil Engineering
  • Stanford University, degree of Engineer

Interests

My professional passion is helping my committed clients.

  • For fun and exercise, I swim more than 200 miles a year with the Walnut Creek Master's team.
  • To have fun with my 16 year old son Lucas, this year I am coaching a recreational soccer team while he is on an opposing team! (Sometimes it's hard to coach your son...).
  • This is my tenth year of volunteering with the Walnut Creek Soccer Club. I am also parent manager for both Lucas's Walnut Creek Soccer Club competitive team and the Las Lomas High School junior soccer team.

Community participation

Weekly I sing with the Ashmolean singers in Rossmoor. We now have over 60 members, and perform about 15 shows annually.

American Red Cross Pleasant Hill - I have donated over 90 pints of blood at the American Red Cross center.

Awards & recognition

  • Five Star Wealth Manager, 2014-2016, 2018, 2020
  • Ameriprise Circle of Success, 2012-2015, 2017-2019

Previous experience

  • I worked as a consulting environmental engineeer for several major firms, including James M. Montgomery, Black & Veatch, and EA Engineering Science and Technology., 1976 to 1996
  • In my final assignment I was project manager for $6 million of Superfund hazardous waste site investigations at Norton AFB and Hickam AFB., 1976 to 1996

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.