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

  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of General Studies, Chaminade University, 1977
  • MA, Psych, Counseling & Guidance, Univ of Northern Colorado, 1979

Interests

I am an endurance athlete, marathoner, and avid cyclist. NAUI-certified Advanced and Rescue diver. I also enjoy hiking, almost all kinds of music, and woodworking.

Awards & recognition

  • Five Star Wealth Manager, 2015-2017

Previous experience

  • US Army (Ret), Major, 1973 - 1993