
Timeline
About me
A Private Wealth Advisor at Ameriprise Financial Services, LLC. CA Insurance License #0752695
Education

Wells college
1984 - 1988B.a. western european studies
Experience

Ameriprise financial services, llc
Jan 1988 - nowA private wealth advisorCastlewatch Wealth A private wealth advisory practice of Ameriprise Financial Services, LLCCA License #0752695
Licenses & Certifications

Certified financial planner, cfp®

Chartered financial consultant, chfc®

Chartered life underwriter, clu®
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