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
  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
35
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

Education

  • Illinois State University, Bachelors of Science - Finance Normal, Illinois

Interests

  • Radio announcing for Casper College Women's and Men's Basketball.

Community participation

  • Volunteer reader at local grade schools.
  • Past president of Casper College Thunderbird Booster Club Board.
  • Past president of St. Anthony's Tri-Parish Catholic School Foundation Board.
  • Volunteer at Kelly Walsh and Natrona County High Schools.
  • Olympic Torch Bearer 2002 Winter Olympics.

Awards & recognition

  • Ameriprise Circle of Success, 2010
  • Million Dollar Round Table Court of the Table, 2015-2019