My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Interests

I enjoy teaching my kids about all that the outdoors has to offer, including camping, fishing, hiking, biking, etc. I also have fun attending their sports games, and am proud of the fact that I have only missed 6-8 games out of hundreds. Having kids helps me appreciate the importance of college planning as well as having an estate plan, should something happen to me.

I also enjoy spending time with my dad, whom I see at least once each week. Being in his mid-90's has helped me to understand the various elder care issues that many families face.

I also have a strong passion for automobiles, and enjoy occasionally attending racing events.

Community Participation

I am a neighborhood trustee, which involves helping maintain the community's road and uphold our bylaws.

I regularly volunteer to lead my neighbors in the clean-up of 5 miles of local roads.

Giving back to my community and helping others in need is very important to me, partly because I know how blessed my life has been. One way I do this is by working all of my parish's Fish Fry events, from open to close.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Experience

24

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • B.B.A. degree