Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
34
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
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning

Education

  • MSF, Finance, 1979, University of Dallas, Dallas, TX
  • BBA, Economics, 1977, University of Texas, Arlington, TX

Awards & recognition

  • Five Star Wealth Manager, 2012-2014
  • Hooman & Associates, Ameriprise Client Experience Award, 2020

Community participation

Every year, advisors, clients and staff of Hooman and Associates participate in the Ameriprise National Days of Service in June and November to support Pittsburgh area families in the fight against hunger.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer.

Interests

  • Fine Wines
  • Mediterranean Cuisine
  • American Colonial History
  • Hiking & Bicycling

My photos

6 albums
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