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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
17
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Oregon State University, Bachelor of Science, Business, 1996

Interests

  • I enjoy spending time with my family.
  • I play soccer 2-3 times a week to stay in shape.
  • I golf poorly but enjoy the fresh air.
  • I enjoy playing tennis and racquetball.
  • I enjoy swimming with my family.
  • We have a Chocolate Lab named Lucy that keeps us busy.

Community participation

I coach Southside youth soccer in Tigard.