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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 31 & 63

Education

  • MBA Finance & Investments North Texas State Univeristy 1973
  • BS Psychology North Texas State University 1969

Interests

I just finished writing a book and am an avid writer.

I really enjoy mentoring and coaching people into a retirement they can relax and enjoy.

I have two daughters and five amazing grandchildren.

Community participation

Interfaith Housing Coalition, former Chairman of the Board

Highland Park Presbyterian Church, Elder & Deacon

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2013 - 2015

Professional associations

  • North Texas State University Alumni

Previous experience

  • VSR Financial Services, INC., 1998-2011
  • Ascend Financial Services, INC., 1994-1998
  • MML Investors Services, INC., 1988-1994