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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Bachelor of Science Degree

Education

  • Bachelor of Science Degree, Finance and Management, Appalachain State Univ 1985
  • Certified Financial Planner, College for Financial Planning, Denver CO 1995

Awards & recognition

  • Ameriprise Circle of Success, 1994-2016

Previous experience

  • American Express Co. Finance and Accounting, 1986-1991

Community participation

Board of Director, The Lovett Foundation

Interests

  • Helping Individuals plan to achieve their dreams.
  • Educating young people on financial matters.
  • Finance, World and U.S. Economics.
  • Sports. Playing Golf.
  • Spending time with my family and friends.
  • Travel, hiking, exploring.
  • iPad, Books, Magazines, Movies.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.