My Approach

I’ll help you prepare for the expected - and the unexpected

Enjoy life now while planning for tomorrow. I will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, I provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, I would be glad to help them.

For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.

Interests

* My 7 children and 6 grandchildren keep me busy!

* I'm a sports enthusiast who has coached High School Basketball, Baseball, and Soccer.

Community Participation

* Active volunteer at: Church, Youth Organizations, and Habitat for Humanity.

32
Years of Experience ?

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

  • LaSalle University - Philadelphia MBA (Finance) 1985

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