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

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
22
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

  • United States Marine Corps, Retired
  • Graduate Studies, Systems Management; University of California, Riverside
  • Command and General Staff College; Fort Leavenworth, Kansas
  • Bachelor's of Science, Forestry; North Carolina State University

Interests

  • Spending time with my wife, children and grandchildren
  • Long distance road biking
  • Sailing
  • Hiking
  • Kayaking

Community participation

  • Member Investment Committee Girl Scouts of San Diego