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

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Western Washington University, B.A. Business & Finance

Interests

A few things that I love -

  • Traveling with my wife and picking a few new places to see each year
  • Cooking new recipes and trying different wine pairings
  • Playing lots of golf-I recently joined a tournament to play more courses around Washington
  • Coaching-leading our team to purpose every day and delivering on our mission to clients

Awards & recognition

  • Washington's Most Equitable Workplaces, 2019