My Approach

I am a member of the Ameriprise Advisor Center which is a team of licensed financial advisors dedicated to helping you feel secure about your financial future. You work hard for your money. We’ll develop strategies to help ensure it’s working hard for you by focusing on your needs. Many of our clients are concerned about their financial future. Working together, we can design and implement a personalized financial plan that helps you feel confident and optimistic.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients’ evolving needs. Having a financial plan in place helps our clients have peace of mind.



  • Family
  • Sports
  • Outdoor recreation
  • Music

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments


Awards & Recognition

  • Ameriprise Circle of Success, 2008, 2009, 2012
  • Ameriprise Mercury Award, 2008


  • CRPC®  Chartered Retirement Planning CounselorSM
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My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.


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    Your future well-being in retirement

    MIT Age Lab Director Joe Coughlin discusses how technology and design are impacting our future.