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 Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts Degree, Howard Payne University, 1980
  • Associates of Art Degree, New Mexico Military Institute, 1978

Interests

  • My hobbies include exercising and traveling.
  • I also enjoy teaching childrens' church and sunday school.

Community participation

Pawhuska Kiwanis Club, Member, Pawhuska First Baptist Church, Budget Committee, Pawhuska Public Schools Foundation, Board Member, Osage County Industrial Trust Authority, Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2009

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.