Advisor profile


What you can expect when you work with me

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.

Get started
34
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
  • Investment Management
  • Retirement Plan Distribution

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Previous experience

  • First Vice President, Stifel, 2008 - 2024
  • First Vice President, A.G. Edwards, 1992 -2008
  • Account Executive, Dean Witter, 1990-1992

Community participation

To learn more about how Ameriprise Financial helps strengthen communities, visit Amerirpise.com/communityrelations

  • Community Impact (ameriprise.com)

Interests

Family, community participation, surfing, biking, reading history