32 95

My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

More...

Interests

  • I am comitted to physical fitness
  • We participate in local and international mission work
  • I serve in Kairos Prison Ministry at the Connally Unit
  • I am a public speaker

Community Participation

Fredericksburg Morning Rotary Club-- University of Texas Health Science Center at San Antonio Planned Giving Advisory Council-- Hill Country Memorial Health System Foundation board member--Community Foundation of the Texas Hill Country trustee-- Fredericksburg United Methodist Church-- Fredericksburg Toastmasters

Areas of Focus

  • Investments
  • Education Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
View Definitions

Education

  • BA, sociology, Allegheny College, Meadville, Pennsylvania 1965
  • MSW, social work, Florida State University, Tallahassee, Florica 1967
  • PhD, human development, Univeristy of Maryland, College Park, Maryland 1972

Professional Associations

  • Financial Planning Association
  • Hill Country Estate Planners Council

My Photos Show Thumbnails

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.