Advisor profile


Our approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance.”

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins

Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

—Greg Reid

34
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
  • Christian Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • LUTCF® Life Underwriter Training Council Fellow℠
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS, 1989, Business Administration from Central Washington University

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Heritage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Ameriprise Circle of Success, 2005,2006,2007,2014
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

We continue to participate annually with Habitat for Humanity. Helping them build family homes and as well as volunteering in the Habitat Restore. If you would like to participate with us, please give our office a call and we will inform you of our next upcoming date.

Every 2nd Saturday of March you will find me at Riverside Christian School Auction as the MC. The funds raised are used to help reduce tution costs for all student who attend.

Interests

  • When not at work you will find me:
  • Volunteering at Riverside Christian School,
  • Participating with Harvest Community Church,
  • Riding my motorcycles on the road or in the dirt,

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.