Advisor profile

My approach

I work primarily with high net worth households that can benefit from my experience with more complex financial issues. I can help you engineer a more stable future for your lifetime, provide estate planning strategies, and help you lay the foundation for your charitable legacy.

Serving your interests is my priority. I offer comprehensive financial advice and customized financial strategies to help you and your loved ones thrive.

Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.

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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Investments
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • CAP® Chartered Advisor in Philanthropy®
  • Chartered Financial Consultant
  • Chartered Life Underwriter


  • Ph.D., 1983, Physics, University of Oregon, Eugene OR

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success, 2012-2022
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Ampere Wealth Management, Ameriprise Client Experience Award, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2022


  • I enjoy the challenge of traveling off the beaten path.
  • I have a weakness for great food and wine.
  • Philanthropy has become my major passion.
  • I have retired from ultradistance cycling, but cycling remains my sport.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.