Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 66 and Life and Health

Education

  • Texas A&M University, BS in Bioengineering

Interests

I like hiking, travel, tennis & anything outdoors

Portland Thorns

Portland Timbers

Planetary and Space Technology (NASA)

New Battery Technologies & Alternative Energy

Community participation

Rebuild Together Portland

Habitat for Humanity

United Way

American Red Cross

Vancouver Food Bank

Run for a Cure

Portland Backpack

Watershed Alliance of SW Washington

Columbia Springs

Canned Food Drive

American Heart Association

Sole Walk for Parkinson’s

Professional associations

  • Oregon Biosciences Assoc

Previous experience

  • Revelar Health, Global Product Manager, 1 year
  • Welch Allyn, Global Category Manager, 13 years