My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • I enjoy watching old movies especially the black and white ones. My top three movies of all time are Casablanca, Citizen Kane and Cool Hand Luke.
28
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 23 reviews 100.0

Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances

Awards & Recognition

  • Five Star Wealth Manager, 2012,2013,2014,2015,2016,2017

Education

  • Arizona State University, BS, 1982

Previous Experience

  • H&R Block, December 1999 - January 2008
  • Olde Discount, 1994 - November 1999

My Videos(4 videos)

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