Advisor profile


What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.


Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Charitable Giving
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPS® Chartered Retirement Plans Specialist℠
  • CASL® Chartered Advisor for Senior Living®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Master of Music in French Horn, The Juilliard School, NY, NY, 1979
  • Bachelor of Music in French Horn, The Juilliard School, NY, NY, 1978

Interests

  • my twins, Innis and Virginia, born December 2000
  • some golf
  • home remodeling
  • historical re-enacting

Community participation

Roman Eagle Lodge AF&AM, Danville, VA

Boy Scout Troop 215, Raleigh, NC

Article Published in Twins Magazine, January 2005

  • Stevens Center, Charity Golf Tournament Sponsor, 2004-2020

Awards & recognition

  • Ameriprise Circle of Success, 1994-2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.