Bridge City Advisors
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Charitable Giving
- Estate Planning Strategies
- Retirement Planning Strategies
- Saving for Education
- Small Business
- I waterski year round.
- I traveled around the world Spring, 1982.
- In 2005 spent 3 weeks in India on a community service project.
- Spent 3 weeks in Scotland in 2012.
Awards & recognition
- Ameriprise Circle of Success, 2007, 2011
- Bachelors of Science Economics, Willamette University, 1983
- Masters Business Administration, University of Oregon, 1992
Financial Planning Association