Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Fund Specialist
  • Chartered Retirement Planning Counselor SM

Education

  • West Virginia Wesleyan College; B.A., 1983

Awards & recognition

  • Ameriprise Diamond Ring Award , 2009
  • Ameriprise Hall of Fame, 2023

Interests

  • Spending time with my family and dear friends
  • I co-authored the book "Murder on Staunton Road" and "Lives Intertwined", both about a true crime from Charleston, WV in 1953.
  • I also enjoy traveling, reading history and walking our dogs.
  • We saved our two large "WV brown dogs" from the shelter.
  • Four generations of my family have served with Ameriprise Financial and its predecessors.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.