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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Masters of Business Administration -- University of Illinois at Springfield 1986
  • Bachelor of Science in Medical Technology -- Illinois State University 1981
  • Bachelor of Science in Biological Sciences -- Illinois State University 1980

Professional associations

  • Financial Planning Association
  • Society of Financial Service Professionals
  • Greater Springfield Chamber of Commerce
  • MacArthur Boulevard Business Association
  • Downtown Springfield Incorporated

Community participation

I'm very active with Rotary International and have served/ am serving as:

  • District Governor( 2018-19);District 6460 West Central IL clubs
  • District 6460 Rotary Foundation Chair( 2020-2023)
  • District 6460 Literacy Committee Chair
  • Delegate to Rotary International Council on Legislation (2023-2025)
  • Member , Past President - Rotary Club of Springfield Sunrise since September 1990

Interests

  • Family: my wife, Nancy is retired after a career in Clinical Laboratory Science and Microbiology.
  • Our son, Alex, is a graduate of Illinois State University and now resides and works for Pure Storage in Seattle, WA.
  • I'm active in Rotary as a past District Governor and Foundation supporter.
  • I enjoy playing golf at the local public courses when I can.

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.