Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • AA, 1983, Lansing Community College, Lansing, MI

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2020 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2018
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2000-2023

Previous experience

  • General Manager, JP Hotels, Clearwater, FL, 1984-1995

Interests

  • My weekends are spent enjoying family time . Jessica has now graduated from Samford University and Joshua is a Sophomore at Samford.
  • I also enjoy travel, skiing, golf and photography, when time allows.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.