Advisor profile


My approach

You work hard for your money. I'll provide you strategies to help you work towards your financial goals. I advise my clients on the issues that matter most to them: whether it’s saving for college, a more comfortable retirement or family finances. I'll work one-to-one with you to help you identify your short- and long-term goals, then provide my knowledge and advice to help you feel more confident that you're making informed financial decisions for your family's future.

I can help you pursue your financial objectives through along-term relationship based on knowledgeable advice. I offer financial strategies, products and services – and I will deliver them when, where and how you want them. It's your choice.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Income Strategies
  • Domestic Partner Planning
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Securities
  • Series 63 Securities
  • Life & Health Insurance

Education

  • University of Kansas-BS Mechanical Engineering

Interests

  • Cooking with family and friends, grilling 365 days a year is not a problem in the great Pacific Northwest.
  • Gardening, because the best ingredients come from your own backyard.
  • Following University of Kansas athletic associations. #RockChalkJayhawk!

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

Awards & recognition

  • Five Star Wealth Manager, 2017-2021
  • Washington's Most Equitable Workplaces , 2020

Previous experience

  • Design Engineer Trailmobile, 1976 - 1981
  • Chief Engineer Polar Tank Trailer, 1981 - 1984
  • Engineering Manager Clough Equipment, 1984 - 1985
  • Advisor First Investors, 1985 - 1988