Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
29
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
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent
  • Series 65: Uniform Investment Adviser
  • CA Insurance License for life, health, accident, and variable contracts

Education

  • B.S., 1982 Business Finance, University of Northern Colorado, Greeley, CO

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2017, 2018
  • Five Star Wealth Manager, 2018, 2021
  • OWL Wealth Management, Ameriprise Client Experience Award, 2021
  • Forbes Best-in-State Financial Security Professionals, 2022

Community participation

Interests

  • I enjoy playing tennis with my daughter.
  • I also enjoy weight training and carpentry.