My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • Golf
  • Snow Skiing
  • College Football

Community Participation

  • Committee Member for "Burning Up The Hills Criterium" - Charity Bike Race
  • Member of Leadership Vestavia Hills
  • Member of the Shelby County Chamber of Commerce
  • Sponsor of Glenwood Autism and Behavioral Health Center
23
Years of Experience ?

Areas of Focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2012
  • Ameriprise Circle of Success, 2017

Education

  • Calvin College-BA in Finance and Business Administration

Professional Associations

  • Shelby County Chamber of Commerce
  • Business Network International
  • Financial Planning Association

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