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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Interests

  • Travel with wife Dianne
  • Extensive reading and staying up to date on all Financial and other News
  • Deep-Sea Fishing

Community Participation

  • Catholic Charities,planned giving advisor,Birmingham, Al.
  • Basset Hound Rescue
  • Toys for Tots

Areas of Focus

  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Chairman's Award 2001 to present
  • Ameriprise Hall of Fame Award 2008

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • University of Southern Mississippi MBA, 1976, Marketing BS, 1974, Chemistry

Professional Associations

  • Financial Planning Association
  • UAB - Adjunct Professor of Financial Planning
  • Leave a Legacy Financial Planning Representative