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

  • Investments
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • M.B.A., 1982, Finance, California Polytechnic University Pomona, Pomona,CA
  • B.S., 1978, Electrical Engineering, Calif State Univ Long Beach, Long Beach, CA

Interests

My wife Karen and I were married rather late in life so our immediate family consists of a shih tzu, Chino, and two cats, Ms. Kitty and Idgit. Like any proud parent we have pictures on our phones and are happy to share them with anyone.

Both of us take our physical and mental health quite seriously so we always try to eat right, take ourselves with a grain of salt and get regular exercise. The morning routine is a few miles on the treadmill, she while reading a book and me while catching up on the overnight market news on CNBC.

We give back to our local community by donating time, food and/or money to various charities throughout the year.

Community participation

I am a big supporter of Habitat for Humanity and the local food banks through donating time and money.

Previous experience

  • Business Manager, Breault Research Organization, Tucson, AZ, 1986-1993
  • Project Manager, Hughes Aircraft Company, Tucson, AZ, 1983-1986
  • Design Engineer, Northrop Corporation, Anaheim, CA, 1978-1983