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My Approach

Many of my clients are seeking to create wealth and financial freedom and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

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Interests

Military History (WW II)

Military Aircraft Modeling

Spending Quality Time with My Family

Community Participation

USA Swimming - Stroke and Turn Official

Georgia High School Swimming Association

Areas of Focus

  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options

Experience

Awards & Recognition

  • Client Satisfaction Survey Score of 95%

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • MA, 1989, Business Management, Webster University, St. Louis, MO
  • MS, 1984, Chemical Engineering, Drexel University, Philadelphia, PA
  • BS, 1982, Chemical Engineering, Worcester Polytechnic Institute, Worcester, MA

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