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.


Interests

My interests are varied and include (in order of preference):

  • Golfing
  • Fishing
  • Hunting
  • Snow-machining
  • Gardening (vegetables)
  • Camping in Alaska
  • I also make an award winning smoked salmon and a delicious beer battered pike.

Community Participation

Rotary

18
Years of Experience ?

Areas of Focus

  • Retirement Income Strategies
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Investments

Education

  • Arizona State University - Bachelar of Science Civil Engineering (1979)

Professional Associations

  • Eagle River Chamber of Commerce

Previous Experience

  • 2001-2017, Financial Advisor with Waddell & Reed, 1996-2001 Owner K2 Billing Service
  • 1996-2001, Owner, K2 Billing Service, 5
  • 1992-1996, Structural Engineer with Loftus & Dailey, 4
  • 1987-1992, Owner, North Country Process, Inc, 5
  • 1980-1987, Structural Engineer with ABKJ and USKH, 7

My Videos(2 videos)