Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • B.S., Business Administration, Duquesne University, 1971
  • CFP® Designation, 1983

Interests

I enjoy spending time with my family and my grandchildren and love watching my grandchildren play sports.

My involvement with the Financial Planning Ministry at Holy Name of Mary Church has been extremely gratifying. Being able to provide financial planning information on important topics that affect our community is a unique opportunity that I value and take very seriously.

In an effort to give back to our community during times of deep sorrow, I am also offering my services to various Bereavement Groups. Providing our service with profound respect and understanding is extremely important to me.

Community participation

  • Holy Name of Mary Church, Co-Chair, Finance Committee
  • Holy Name of Mary Church, Financial Planning Ministry
  • Holy Name of Mary Church, Bereavement Ministry
  • La Verne Youth Basketball League, Volunteer Coach

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Financial Times 400 Top Financial Advisers, 2020
  • Ameriprise Chairman's Advisory Council, 2018-2021
  • Ameriprise Hall of Fame, 2003-2020
  • Ameriprise Circle of Success, 2003-2020

Professional associations

  • Financial Planning Association

Honored to be recognized in Forbes

I'm beyond excited to share that I've been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. I'm so grateful to be honored as the #11 ranked advisor in California. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team - your dedication inspires me each and every day.

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.