My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


  • Julie and I love the time we spend with family and friends.
  • Our grandchildren, Grace, Andrew and Oliver live on Hilton Head Island, SC and we visit often.
  • My hobbies include golf, reading and yard work.
  • Sometimes I wonder if yard work is a hobby.

Community Participation

Lancaster Rotary Club

Years of Experience ?

Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies


  • Public Administration, University of Tennessee, 1978

Files for Download

My Videos(4 videos)

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