Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Investments
  • Retirement Planning Strategies
21
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

  • B.A., Psychology, University of Washington, Seattle, WA
  • Masters in Physical Therapy, University of Puget Sound, Tacoma, WA

Interests

I have lived in the Tacoma area for the past 40 years. I enjoy spending time with my family, golfing, fishing and home improvement projects.

Community participation

I continue to have an active interest in youth baseball for both my son and daughter, that carries over from my days of playing for the University of Washington. I have also enjoyed my days at my daughter's elementary school participating in the Watch Dog program. My family and I participate in and contribute to each year in The Big Give in Sumner and Bonney Lake.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.