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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA, Sociology, University of Virginia, Charlottesville VA

Previous experience

  • United States Army, Sergeant, 1982-1992

Community participation

  • First Presbyterian Church, elder, Charlottesville, VA
  • AIDS / HIV Services Group, former treasurer, Charlottesville, VA

Interests

My wife Margaret has retired as a Registered Nurse and our children are through college with my son Gordon is married in SC with a young son, Gus and new daughter, Lucie and my daughter Charlotte is engaged and living in GA.

I enjoy reading, cooking and interacting with my large extended family.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.