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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA securities licenses 7, 31 and 65

Education

  • MBA, University of Michigan, 1983
  • B.S. Industrial Engineering, Northwestern University, 1981

Interests

  • Spending time with family and friends
  • I am an avid mountain climber
  • Summited three highest peaks in the lower 48
  • Mt, Whitney, CA; Mt Elbert, CO & Mt. Rainier, WA

Community participation

  • Board Member Aqua Club Swim & Tennis Club
  • Past Finance Council President St. Catherine Parish
  • Past Education Commission Member St. Catherine School