Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Employee Stock Options
  • Social Security Retirement Benefits
  • Estate Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA in Business Administration from Concordia College

Interests

I love spending time with my two wonderful daughters, spending weekends at our Lake Chelan property, working on our 2 classic cars, hunting, and fishing. I also am on the Board of Directors for a great non-profit - Sound Experience.

Community participation

I am a Board Member for the Sound Experience as well as a member in the Mercer Island Rotary

Awards & recognition

  • Ameriprise Chairman's Award, 2002-2004
  • Washington's Most Equitable Workplaces, 2019