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My Approach

Organize your finances today for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for retirement.

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Interests

  • Professional Trumpet player | composer | brass ensemble
  • Tennis and Racquetball player
  • Landscaping and French Cooking
  • Praise Band | Christian Education

Community Participation

Hendersonville Symphony Orchestra Board of Directors | Kiwanis International | Toastmasters | Smoky Mountain Brass Band | Aging Projects, Inc.

Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Experience

Qualifications

  • Chartered Retirement Planning Counselor SM
  • APMASM Accredited Portfolio Management Advisor
  • Certified Long Term Care
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Professional Associations

  • Hendersonville Chamber of Commerce
  • Financial Planning Association of WNC
  • Henderson County Partnership for Economic Development

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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.