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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Family Finances
  • Saving for Education

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™

Education

  • MBA, Finance, Marylhurst University, 2000
  • BS, Education - Western Oregon State College, 1993

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Ameriprise Diamond Ring Club, 2015
  • Ameriprise Circle of Success, 2004 - 2021
  • Loughney and Associates, Ameriprise Client Experience Award, 2020 and 2021

Previous experience

  • Operations Manager, Frito-Lay, Inc., 1998-2002
  • United States Army, Captain, 1994-1998

Community participation

  • Winner of George C. Marshall Award for Leadership
  • United Way, Campaign Coordinator
  • Special Olympics, Coordinator of Summer Games

Interests

- Finisher of 125 + Marathons, Ultramarathons, Stage Races and Multi-Day Events

- Co-Record Holder of the Mt Everest Mailrun Challenge in Nepal (Roundtrip Kathmandu to Everest Base Camp and Back to Kathmandu) - 640KM in 9 days, 23 hours, 21 minutes

- Co-Record Holder of the Mt Everest Mailrun Challenge in Nepal (One Way Kathmandu to Everest Base Camp) - 320KM in 5 days, 11 hours, 46 minutes

- Co-Record Holder of the Oregon Section of the Pacific Crest Trail - 453 miles in 8 days, 12 hours and 5 minutes

- Qualifier & Finisher of Ironman Hawaii World Championships

- Downhill, Heli and Backcountry Skiing

- Real Estate Investing

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.