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

  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • B.S. in Physics Capital University 1966
  • M.S. in Systems Management University of Southern California 1976


My wife, adult children and four grandchildren

Sailing in both monohulls and catamarans

Traveling with family and friends

Community Service

49 er Football and San Jose Sharks Hockey fan

Community participation

Walnut Creek Sunrise Rotary

Saint Matthew Lutheran Church

Military Officers Association of America (MOAA)

Awards & recognition

  • Five Star Wealth Manager, 2012-2014, 2016-2018

Previous experience

  • United State Air Force/Colonel, 1967-1997
  • Real Estate Sales, Cushman Wakefield, 1979-1996