My Approach

Ameriprise 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, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice® approach is designed to help make managing your financial life easier and more rewarding, while fully re-evlauating your plan each year.

Seasons of Advice® focuses on the following four seasons:

Goal Tracking Season - We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year.

Asset Allocation Season - Incorporating the criteria established in the goal tracking we examine risk tolerance, investment timeframe and create an investment strategy for the next twelve months.

Mid-Year Reviews - Family, Security and Cash Flow Season - Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews.

Tax Planning Season - We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.

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Seasonal Client Servicing® is a trade mark of HCA Consulting Inc.

Interests

  • Learning to play the banjo
  • Astronomy

Community Participation

  • Prince William County Literacy Council volunteer tutor
  • Certified Tourism Ambassador - The Journey Through Hallowed Ground Gettysburg to Monticello Ambassador

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education

Experience

15

Education

  • BA from University of Minnesota
  • MA from Indiana University

Files for Download

My Videos

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