Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • University of Notre Dame, BBA-Finance 1992

Awards & recognition

  • Core Focus Financial Group, Ameriprise Client Experience Award, 2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Previous experience

  • Financial Advisor, Merrill Lynch, 2013-2019
  • Portfolio Manager, Sparta Asset Management, Bellevue, WA, 2007-2012
  • Portfolio Manager, Oppenheimer & Co., Inc., 2005-2007
  • Merit Capital Management LLC, 2000-2002
  • Oppenheimer & Co., Inc., 1992-1996

Community participation

Bellevue Chamber of Commerce

  • Bellevue Chamber of Commerce
  • Notre Dame Alumni Association
  • NCRS (National Corvette Restoration Society)

Interests

  • Family Time
  • Youth Sports (Volunteer, assistant coach)
  • Ultra Trail Running (Zion, Grand Canyon, Yosemite, Grand Tetons, Wonderland Trail, Pacific Crest Trail)
  • Triathlons (Ironman Canada, Ironman Couer D'Alene, Ironman St. George)
  • Classic Car Restoration (National Corvette Restoration Society)