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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.

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Interests

  • Gardening
  • Boating
  • Biking
  • International & Domestic Traveling

Community Participation

ARCS - Director of Membership Committee for the Tampa Bay Charter of ARCS (Achievement Reward for College Scientist)

CASA(Center Against Spousal Abuse), sponsor since 1990.

Anona United Methodist Church member  Seminole

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 15 Years
  • Ameriprise Diamond Ring Club1, 2008

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • Member, Financial Planning Association
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Education

  • University of West Florida 1973
  • Central Florida Community College AA 1972