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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Family Finances
  • Intergenerational Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Arts, History & Political Science, University of Vermont 1989
  • Scotch Plains Fanwood High School (HS diploma), Scotch Plains, NJ 1985

Interests

Spending time with my wife and 3 boys (two at college and one still home)

Attending services at my local church

Cooking with wine...and sometimes using it in the recipe!

Reading theological books or listening to Audible

Skiing with the family or fishing with my boys

Teaching basic finances at the local community college and high school

Visiting family in Italy and Switzerland

Exercising at OrangeTheory

Wandering in the woods

Community participation

Church of the Annunciation Orthodox Church Parish Council Committee, Milwaukie, OR

Previous experience

  • Adjunct Professor, Rogue Community College, 2016-2018
  • Partner, Registered Representative, American Portfolios, 2009-2017
  • Assistant VP Financial Advisor, Merrill Lynch, 2000-2009
  • Owner & CEO, Intramar Chartering, Inc., a worldwide cargo and ship broker operator, 1995-2000