Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination (Options Module & Gen
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Interests

  • I love to cook and entertain others
  • To spend time with my wife Kerri at cultural events
  • Sharing life enjoyments with our five children, two spouses, two significant others, and one grand child

Previous experience

  • Morgan Stanley Smith Barney, 4/1987 to 4/2012