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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Spending each summer with my granddaughters and new grandson. We enjoy going to the movies, shopping, amusement parks and water parks.
  • I enjoy going to see my favorite jazz artists in concert
  • Active volunteer with the Youth Civil Air Patrol in Bellevue, NE
  • Avid reader, just completed "Life is Short But Wide", by J. California Cooper
  • Enjoy being active in my garden

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies

Experience

Qualifications

  • Series 7 Security Registration
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Series 63 Security Registration
  • Series 24 Security Registration
  • Series 51 Security Registration
  • Series 4 Security Registration
  • Life Insurance License
  • Accident and Health Insurance License
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Education

  • Louisiana Tech, 1982, M.B.A.
  • Alabama State University, B.S.

Professional Associations

  • Millard Business Association
  • Western Douglas County Chamber of Commerce

Files for Download

My Videos

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My Photos Show Thumbnails

Ann, Julie, Angelia, John, and Rebecca

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.