Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B. A., 1972 George Washington University Washington, D C
  • Board of Standards, Inc.; Certified Financial Planner 2006

Awards & recognition

  • Ameriprise Circle of Success, 2014-2017
  • Ameriprise Circle of Success, 2019

Previous experience

  • AG Edwards - Financial Advisors, 1982 - 2007

Community participation

  • Church of Good Shepard, Communicant-Multiple Activities
  • St. Andrews Episcopal Church, supporter
  • Chamber of Commerce, Volunteer/Member

Interests

Reading

Traveling

Church and Civic Involvement