Advisor profile


My approach

While every client has different dreams, goals and concerns, they may not have a clear understanding about how to plan for these. Life will inevitably throw challenges in your way. You need a seasoned advisor who can help you:

· Plan for the retirement you want, while addressing roadblocks that may occur

· Manage your investments

· Plan for higher education expenses for your children (or grandchildren)

· Establish a legacy that provides benefits to causes that are important to you

Let’s meet so we can decide if I can be that advisor for you.

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care

Education

  • BA, Biology, Vanderbilt University, Nashville, TN
  • PhD, Biology/Biochemistry, Vanderbilt University, Nashville, TN

Professional associations

  • Prescott Estate Planning Council

Community participation

  • Prescott Sunrise Lions Club
  • The Launch Pad Teen Center

Interests

  • I enjoy hiking and playing with my dogs (3 Weimaraners)
  • I play golf (badly) and I always remember it's just a game
  • I collect American Indian art
  • There's no such thing as too much chocolate