Advisor profile


My approach

As a financial advisor at Ameriprise Financial, I recognize that everyone's financial picture is different. Your priorities may change over time depending on your time horizon, your health, family situations and changes in your interests. I help each of my clients develop strategies that are tailored to their unique needs and goals.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
25
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

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

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

Community participation

  • Prescott Sunrise Lions Club
  • Yavapai College Foundation fundraising committee for scholarships
  • Boys to Men Mentoring Network of North Central Arizona

Professional associations

  • Prescott Estate Planning Council