Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • WBTS College, Bachelor of Arts, Theological Studies

Awards & recognition

  • Ameriprise Circle of Success, 2004-2008

Professional associations

  • Financial Planning Forum
  • NAIFA
  • College for Financial Planning Alumni
  • American College, Finacial Planning Alumni
  • FPA

Community participation

  • Junior Achievement volunteer
  • Volunteer work for InnVision

Interests

  • I am an avid skier, moguls as well as slalom racing.
  • I also enjoy traveling to play golf
  • and to explore beaches around the world