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

  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 66 Licensed
  • State Securities Licenses, OR, AK, AZ, CA, CO, FL, IN, MA, MD, MO, MT, NM, NV
  • State Securities Licenses Continued, PA, TX, UT, WA
  • State Insurance Licenses, OR,AK, AZ, FL, CA, MA, MT, NM, PA, TX, UT, WA

Education

  • University of Delaware, Bachelor of Science 1991

Interests

  • I'm a big ice hockey fan and spend most of my free time at ice rinks playing hockey, watching our younger daughter play hockey and older daughter figure skate. This generally means a lot of late nights and early mornings in chilly venues.
  • Sports have always been a passion. Raised in New York I root for the Rangers, Giants, Knicks and Mets and quite often whoever is playing the Islanders, Devils, Nets, Jets and Yankees.
  • Traveling with my family is something we believe is important. Our daughters are thrill seekers so vacations usually involve more adventure than rest and relaxation. Rollercoasters often dictate the direction of travel.

Community participation

National Day of Service Participant, Oregon Food Bank