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My Approach

At Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. I ask targeted questions and listen closely to your answers. I provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.

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Interests

Faith, Family, Community Service, Military History, Naval History, World History, Biblical Studies, Cooking, Reading, Hiking, Hunting and Fishing.

Community Participation

Kiwanis Club of Carefree, AZ

Desert Hills Presbyterian Church, Carefree, AZ

AZ Walk to Emmaus

Rocky Mountain Elk Foundation

Areas of Focus

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

Experience

Qualifications

  • APMASM Accredited Portfolio Management Advisor
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Education

  • Ohio Wesleyan University, 1971-1974, BA, Biology