My Approach

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

Enjoy life now while planning for tomorrow. I will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, I provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, I would be glad to help them.

For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.


  • 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
Years of Experience ?

Areas of Focus

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


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

Professional Associations

  • Grandpa Club
  • National Exchange Club of Edmonds

Files for Download

My Photos(2 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.

My Videos(2 videos) X