Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
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™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS, 1989, Business Administration from Central Washington University

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2022
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Ameriprise Circle of Success, 2005,2006,2007,2014
  • 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.