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

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
23
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, US Military Academy, West Point, NY, 1977
  • MA, Duke University, Durham, NC, 1987

Interests

Fanatical Kansas City Royals fan.

Love Barbeque.

Want to get back to my golf game.

Love to visit my grandkids in Colorado and North Carolina.

Love to watch my daughters run. Marny has run Boston Marathon and does Ultras; Teresa is committed to running 50 Marathons in 50 States by Age 50. My wife Sue runs half-marathons.

Community participation

President of my Church Men's Society for about the past 20 years.

Member of Catholic School System School Board and Treasurer.

Active Member, Knights of Columbus.

Member, Association of Graduates, US Military Academy

Professional associations

  • Financial Planning Association