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

  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Series 3
  • Series 31
  • Series 8

Education

  • Brown University, Organizational Behavior and Economics, 1978-1982

Interests

  • Youth sports
  • Upward Basketball volunteer
  • Costa Rica Mission Building Team
  • UnpackinIt Ministries

Community participation

  • Charlotte Rescue Mission
  • Union County Community Shelter
  • Friendship Trays - Meals on Wheels of Charlotte-Mecklenburg

Professional associations

  • Lake Norman Chamber of Commerce