Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Public Administration, University of Tennessee, 1978

Interests

  • 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