My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

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

Community Participation

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

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(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(1 videos) X