Awards & Recognition
- FIVE STAR Wealth Manager, 2013
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 FIVE STAR Wealth Managers. - Ameriprise Hall of Fame, 2003
Ameriprise Hall of Fame based on volume of business over advisor's first 20 years of service.
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
Education
- B.S., 1982 University of Southern California, Los Angeles, CA
Professional Associations
- Financial Planning Association