Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
50
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Ameriprise Circle of Success, 2006
  • Ameriprise Hall of Fame, 2006

Community participation

  • The Jimmy Fund
  • The Leukemia Society of America

Interests

  • Former Boys Varsity Soccer Head Coach at Cathedral High School from 1976-2009
  • Cathedral High School Steering Committee
  • Member of Elmcrest Country Club