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

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies
35
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