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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • Series 7, 65 and 63 licensed

Education

  • Eastern Kentucky University, BA, 1977
  • West Virginia University, Masters in Public Administration, 1980

Community participation

Ameriprise National Day of Service

Interests

In my free time, I enjoy spending time with loved ones and friends and enjoying life to the fullest. I also enjoy playing tennis and traveling as well.