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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

Family is the most important thing in my life! There is nothing I enjoy doing more than spending time with my wife and three beautiful daughters. I also enjoy playing golf, coaching basketball, and volunteering. Coaching brings out my competitive nature while giving me the opportunity to make a difference in children’s lives.

Community Participation

Coach basketball, volleyball and softball

Areas of Focus

  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies
  • Women's Financial Strategies

Experience

Awards & Recognition

  • Ameriprise Chairman's Advisory Council, 2011
  • Ameriprise Circle of Success, 1995-2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • PWA Private Wealth Advisor
View Definitions

Education

  • BS, 1979, Municipal and Regional Recreation Managment
  • University of North Carloina, Greensboro NC

My Photos Show Thumbnails

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.