Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Business, Pacific Lutheran University 1987
  • Bachelor of Arts, French, Pacific Lutheran University 1987

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Consultant, Thrivent Financial, 2003-2014

Community participation

Clark County Food Bank

Ridgefield Family Resource Center

Interests

  • My time outside of work is spent with family and friends. I love to fish and hike in the outdoors. We have a cabin near Mt. St. Helens (see photo album) where I spend much of my summers with my wife Bobi and my children, David and Taylor.
  • I enjoy people and love to spend time with them golfing, traveling or eating together. When I do spend time alone, I enjoy reading for pleasure and self-improvement.
  • My family has been in Vancouver, Washington since the early 1900’s. The home of my great grandparents is listed on Clark County’s Heritage Register and is aptly named the Swan House. http://www.clark.wa.gov/community-planning/swan-house.

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.