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
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Batchelor of Science in Business Adminstration, East Carolina University, 1992

Interests

With two teenagers in the house, my time outside of the office is focused on Lynn and I being as involved in the children's lives as possible . If we are not at a ballgame or traveling to a tournament, then there is sure to be something going on around town to keep us busy. During the summer, we enjoy spending time at the beach, boating and fishing. We try to enjoy a family ski trip each winter, and I spend as much time as possible enjoying the outdoors. Our Brittany Spaniel (Bailee) makes sure I get no down time at the house because she expects to walk at least 3 miles each day.