Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
25
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
  • Series 7, 63,65, 24, and life & health insurance.

Education

  • BA Liberal Studies, University of Washington - Tacoma

Interests

My wife and I enjoy travelling to new places. We just came back from a week in Loreto, Mexico and are planning a trip to Ireland in September!

I am a 12! As a life-long Seattle Seahawks fan, I rarely miss watching a game (including pre-season) and follow the draft and free agency during the off-season.

I love discovering new musical artists and spending time with old favorites. If you looked at the artists beginning with the letter 'M' on my iPod you would find Mozart, Maria Callas, Merle Haggard, Matchbox 20, and Metallica, just to name a few.

I also enjoy golf. My wife and I just joined the Gig Harbor Golf Club this year.

Community participation

Previous experience

  • Senior Vice President, UBS Financial Services, 2008-2016
  • Senior Vice President, Morgan Stanley, 1995-2008