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 Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
33
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