Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • Certified Finanical Planner Practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Insurance license: Life/Disability/Long Term Care
  • Series 7 license
  • Series 63 license
  • Series 66 license


  • Washington State University, BA Business Administration, 1973

Awards & recognition

  • Ameriprise Hall of Fame, 2012

Professional associations

  • Financial Planning Association
  • American Numismatic Association

Community participation

  • Edmonds Daybreakers Rotary Club Member
  • Edmonds Chamber of Commerce Member


  • I enjoy fishing, music, reading and spending time with family.
  • Married with 4 grown kids and three grandchildren.
  • Ardent Washington State University football fan.

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.