Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Investment Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, College Funding Strategies
I love helping people and organizations align their finances and what is important to them. I am dedicated to making a difference in people’s lives. My broad knowledge of financial products and planning helps give my clients the confidence they need when working with a financial professional that I have their best interest in mind.
St. Olaf College (1973 -1977) Luther Seminary (1979-1982)
Dancing, Travel, Song writing and playing music, Painting, Cooking and eating with friends and family
Chair of the Board, The Trauma Resource Institute Claremont CA
Check the background of this investment professional on FINRA’s BrokerCheck
150 S. Los Robles Ave. Ste 750
Pasadena, CA 91101