Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Saving for Education
39
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

Education

  • BS, Business Administration, Georgia Southwestern College, 1976
  • MA, Physical Education, University of Tennessee, 1978

Interests

Hiking, Biking, Pickleball, Tennis, Basketball, Tai-Chi and Yoga

Music of all types

Time with my grandson

Completed section hiking of the Appalachian Trail - over 20 years

Visiting all 64 National Parks (bucket list)

Community participation

    • Board of Directors, Boys & Girls Club of Harrisonburg/Rockingham County. The Boys & Girls Club inspires and enables all young people, especially those who need it most, to realize their full potential as productive, responsible and caring citizens and leaders.
    • The Community Foundation of Harrisonburg/Rockingham County. The Community Foundation provides a way for individuals of all means to leave philanthropic bequests to benefit their community without having to create a private foundation.

Awards & recognition

  • Ameriprise Hall of Fame Induction, 2018
  • Ameriprise Circle of Success, 2009-2021
  • Ameriprise Diamond Ring Club, 2008

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.