Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

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

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Master of Science in Finance, 1995. College of Financial Planning, Denver, CO.
  • Bachelor of Arts/History, 1978. Western Washington University, Bellingham, WA.

Interests

I married Cinda in 1982.  We have one son, Taylor, born in 1989. In addition our family consists of a beagle, Cleveland and two Siamese; Toro and Wasabi.  We've lived in the Hermiston area since 1982. Enjoy time with family; biking, golfing, working outdoors and travel.  Seems I never have the time to read everything I'd like.

Community participation

Willamette University Bearcat Club

Awards & recognition

  • Ameriprise Diamond Ring Club; 1989-90, 92, 94-98, 2000, 02, 04, 06 and 08