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
  • Tax Planning Strategies
  • Family Finances
26
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

  • B.A. in English from Moravian College, Bethlehem PA

Interests

* I enjoy tennis, exercise, walking, yard work, reading both fiction and non-fiction, sudoku and especially people.

* Some of my favorite people are my four adult sons and five grandchildren.

Previous experience

  • Financial Advisor, Merrill Lynch, 1994 - 2003
  • Manager Area Package Quality Engineers, Owens Illinois, 1972 - 1994
  • Correctional Specialist, U.S. Army, 1970 - 1972