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.

More...

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
95 View scores
 
 
 

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
View Definitions

Education

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

My Photos Show Thumbnails

View of the Federal Reserve Bank of Richmond.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.