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

  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 1, 7,63, and 65

Education

  • Bachelor of Science in Business Adminstration, 1974
  • Marketing, Political Science, History
  • Central Michigan University, Mt. Pleasant, MI

Interests

My outdoor interests are varied and centered around family and friends. My wife Judie and I have been active members Tualatin County Club since 2008. Alpine skiing has long been a favorite Winter sport with family and friends weekends often spent at Mt. Bachelor. How can you live in the Pacific Northwest without taking advantage of its outdoor opportunities to hike and bike. In addition, Judie and I are also active movie goers and belong to the Silver Screen Club at the Northwest Film Center. Reading became a passion at an early age and a favorite book is Babbitt by Sinclair Lewis with its tale of family intrigue.

Community participation

Tualatin County Club, Greens Committee

Oregon Golf Assocation

Oregon Seniors Golf Association

Portland Wheelman Touring Club

Silver Screen Club/Northwest Film Center

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017
  • Ameriprise Circle of Success, 2010

Previous experience

  • Ameriprise Advisor Services San Diego, CA, 2008-2009
  • Wachovia Securities LLC, 2000-2008
  • Prudential Securities, 1984-2000
  • CG Equity Sales Co., 1979-1982