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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies

Qualifications

  • FINRA Series 7, 63, 65 and Life and Health

Education

  • BS in Economics and Marketing, at Woodbury University in California

Awards & recognition

  • Ameriprise Circle of Success, 2019

Previous experience

  • Senior Vice President of Investments, Paine Webber Inc., 1984 to 1995
  • Vice President of Investments, Merrill Lynch, Pierce, Fenner&Smith, 1995 to 2001
  • Managing Director Piper Jaffray and Company, 2001 to 2006
  • Managing Director UBS Financial Services Inc., 2006 to 2007
  • Managing Director Wells Fargo Clearing Services LLC, 2007 to 2017

Community participation

Oregon Food Bank at our National Day of Service

  • Union Gospel Mission Volunteer

Interests

I'm passionate about enjoying the outdoors and have backpacked the wilderness areas of the Wallow Mountains in eastern Oregon and have explored the Bob Marshall wilderness of Montana.

I also enjoy international travel and have just returned from Central America where we my family's legacy in coffee goes back 150 years.

My interest in history includes visiting places where great historical events have taken place and I also enjoy creative writing.