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
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Employee Stock Options
  • Charitable Giving
  • Small Business
40
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

  • Bachelors of Science in Finance, University of Memphis, 1976

Interests

  • I enjoy watching college sports of all kinds.
  • I am an active competitve softball player.
  • I enjoy spending time with family and friends at the lake.

Community participation

I am active in supporting many local charities and events in the Mid-south area. Often times, I involve my clients and friends in many of these events and activities.

Awards & recognition

  • Ameriprise Circle of Success, 1994 to 2016
  • FIVE STAR Wealth Manager1 , 2015,2016
  • Forbes Best-in-State Wealth Advisors, 2018, 2020