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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.