Advisor profile


My approach

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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • American College, Chartered Financial Consultant®, 2003
  • Misericordia College, Bachelors of Science, Business, 1968

Interests

  • Boating on Harveys Lake
  • Spending time with my grandchildren

Community participation

Sponsor of Juvenile Diabetes Research Foundation International (JDRF)

Awards & recognition

  • Ameriprise Circle of Success, 2000-2013