Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investments
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • President's Recognition Award
  • Riverside East Rotary, Past President
  • United Way of Inland Valleys, Past Chairman of the board
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Washington, BA, 1967
  • College of Financial Planning, Certification, 1993

Interests

Bondurant School of High Performance Driving - 2 Day High Performance Driving Graduate, March 2011 and March 2012

Widowed, 2 married children and 3 marvelous grandchildren.

Community participation

  • Riverside East Rotary
  • United Way of the Inland Valleys
  • Greater Riverside Chamber of Commerce

Awards & recognition

  • Ameriprise Circle of Success, 20 YEARS
  • Diamond Ring Club, 2005
  • President's Recognition Award, 2006

Professional associations

  • Certified Financial PlannerTM Practioner
  • Financial Planning Association