Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

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
19
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, MO, NH, NM, NV, PA
  • State Securities Licenses, TX, UT and WA
  • State Insurance Licenses, OR, AK, AZ, CA, FL, NH, MA, NM, PA, TX, 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

Awards & recognition

  • Five Star Wealth Manager, 2021

Honored to receive industry recognition.

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.