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

I am a sailing enthusiast. Also, I enjoy being involved in my community through scouting and supporting the local high school.

Community Participation

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Experience

27
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Awards & Recognition

  • Ameriprise Circle of Success, 2007,2008
  • Leader in Franchise Growth1, 2005
  • FIVE STAR Wealth Manager2, 2011, 2012

Qualifications

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

  • B.S., Commerce, Univeristy of Virginia, 1986