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 stable future for your lifetime, develop a succession plan for your heirs, and lay the foundation for your charitable legacy.

I’m proud to be associated with a firm known for its client service, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of strategies to help you and your loved ones live brilliantly, now and in the future.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Investments
  • Estate Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CAP® Chartered Advisor in Philanthropy®
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

  • 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.
  • Cycling and photography get squeezed into my life as time permits.

Community participation

  • I am a Founding Director of Mundito Foundation, which seeks to change lives of individuals who live with inadequate resources, public health care, or education. Our projects are... Specific. Efficient. Changing lives. Visit our website to learn about our current and past projects.

Awards & recognition

  • Five Star Wealth Manager, 2012-2019
  • Ameriprise Circle of Success, 2012-2020