My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

Sports - Most all sports, favorites Basketball, Football, Baseball, Golf, etc.

Fitness - All types, staying active a priority.

Travel - Desire to see new places.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Family Finances
  • Saving for Education

Education

  • University of Cincinnati, Accounting - 1979-1984
  • Texas Christian University, MBA-Finance-1991-1993

Previous Experience

  • Financial Advisor, Ameriprise, 1998-Current
  • Director of Finance, Fidelity Investments, 1996-1998
  • Director of Administration, Champion International, 1992 - 1996
  • Controller, Champion International, 1988 -1992
  • Accounting Supervisor, Champion International, 1986-1988

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