Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

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

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 Google in Seattle, WA.
  • We have a West Highland Terrier named Lucy.
  • 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.

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 - one of 535 worldwide/ Recognized as a Rotary Brand Ambassador and #1 District for Foundation Fundraising among 31 clubs in our Rotary Zone
  • District 6460 Rotary Foundation Chair( 2020-2023)
  • Member , Past President - Rotary Club of Springfield Sunrise since September 1990

Professional associations

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

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.