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 Income Strategies
  • Investments
  • Tax Planning Strategies
  • Small Business
  • Intergenerational Planning
27
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPS®Chartered Retirement Plans Specialist℠

Education

  • University of Kansas, Bachelor of Science, Biology, Systematics & Ecology 1980
  • James Madison University; Master of Business Administration 1987

Interests

  • Married with 4 children
  • Active with Dog River Clearwater Revival.
  • Active runner, triathlete in the Mobile area.
  • Eagle Scout
  • Enjoy boating, fishing in Dog River, Mobile Bay, Gulf of Mexico.

Community participation

I am active with the Financial Planning Association of the Gulf States, currently serving on the board of directores.

I am an active member of the Dog River Clearwater Revival, an environmental group helping keep the Dog River Watershed clean.

I am a member of the Port City Pacers.

Awards & recognition

  • Ameriprise Circle of Success, 2001-2008,2010,2013