15

My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

More...

Interests

My wife and I love photography - especially when the subject is our two daughters.  We both plan to take more formal training, if for no other reason than to help us take better family snapshots for my wife's scrapbooking hobby. 

In my down time, I love to read - especially the biographies of some of our nation's heroes.  The biography that I have, so far, enjoyed reading the most was "I Could Never Be So Lucky Again" - the autobiography that Jimmy Doolittle wrote when he was 95.

Finally, at some point I plan to get back into Aikido, a japanese martial art.  And (hopefully next year), I plan to earn my private pilot certificate.

Community Participation

In the summer of '09, a client asked me to join the Board of Directors for Club Horizon, a non-profit that serves adults with severe and persistent mental illness. Serving on the Board is never something I imagined myself doing. However, I have served since June of '09 and am continually impressed and proud to be associated with the organization.

Finally, I hope to go on my first mission trip with Bahamas Habitat, which is a Christian non-profit.

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMASM Accredited Portfolio Management Advisor
View Definitions

Education

  • NC State University, BS in Business Management with a Finance Concentration

Files for Download

My Videos

More...

My Photos Show Thumbnails

My wife and I with Manay Gunter, the Executive Director of Club Horizon.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.