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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

  • Enjoy sports, bridge, chess and family time.

Community Participation

Current Board Memeber Of Hershey Theatre

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances

Experience

Qualifications

  • Member Of Ameriprise Hall Of Fame
  • Member, Financial Planning Association
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CFS®  Certified Fund Specialist
  • Series 7,63 licensed
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Education

  • Penn State University 1970 BS Finance and Economics

My Photos Show Thumbnails

My wife, Tina & I outside the new Dallas Cowboys stadium, 2010.

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.