Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
24
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