Advisor profile


My approach

I believe in helping people reach their short-and-long term financial goals by providing a professional and personable service. Through my ability to adapt to each client and tailor their experience I can guide them through difficult life situations and celebrate memorable milestones. This insight enables me to help clients prepare for the expected and unexpected while developing a diversified portfolio that aligns with their risk tolerance, goals and values. Typically, my clients desire to prepare and plan for the future, and I work to help them by providing a personal and goal driven experience. My greatest passion is helping each client feel more confident, connected and in control of their financial life.

31
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
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS, 1976, Accountancy, Northern Illinois University, Dekalb, IL

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Sacramento Estate Planning Council www.sacepc.org

Interests

  • Travel
  • Socializing
  • Golf
  • Hiking