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 Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • Bachelor of Science, Oregon State University

Interests

1. Reading: I never want to stop learning. For this reason, my goal is to read one book per month, primarily on topics such as Business, Leadership, Personal Growth, & Faith. I recently completed Shoe Dog, by Phil Knight, about the founding of Nike. I enjoyed the history–much of it local–as well as the business aspects and involvement of certain sports figures in their growth.

2.Gardening: I love to watch things grow . My latest focus is ornamental grasses.

3. Running: Some people might call it "shuffling,” but I enjoy setting goals, planning/training to meet those goals, and the thrill that comes along with pursuit of those outcomes.

Community participation

I serve on the Elder Board at Faith Evangelical Free Church in Dallas, OR, along with various ministries the church either promotes or supports. .

Awards & recognition

  • Ameriprise Circle of Success, 2004-2010