My Approach

I’ll help you prepare for the expected - and the unexpected

The future looks brighter when you’re more prepared. I’ll help you plan for what you and your family expect to achieve in life — and any changes you may encounter along the way — through our exclusive Confident Retirement® approach.

With the right advisor, life can be brilliant.

Interests

  • Spending time with family, including seven grandchildren
  • Playing tennis, golf
  • Traveling
  • Reading

Community Participation

Three time president of the Edmonds Exchange Club and two time Exchangite of the year. Supporting my grandchildren in their educational and spiritual grown through King's School.

  • Edmonds Exchange Club
  • King's School Grandparent
  • Wenatchee Youth Circus

Experience

? 30

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Education

  • University of Washington, B.A. Business Administration
  • University of Washington, Education Degree

Professional Associations

  • Grandpa Club
  • National Exchange Club of Edmonds

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.