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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Financial Consultant
  • CLTC® Certified Long Term Care®

Education

  • William Penn University BA 1977
  • American College - Chartered Financial Consultant Designation 1988

Interests

  • I enjoy going to concerts and musical events.
  • I enjoy traveling to visit my children.

Community participation

Fairfield Lions Club Board Member; Fairfield Municipal Band - Trumpet Player; Greater Jefferson County Foundation - Treasurer

Awards & recognition

  • Ameriprise Circle of Success, 2008