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

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Domestic Partner Planning
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Accredited Asset Management Specialist ™
  • Chartered Retirement Planning Counselor ™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Life and Health Insurance License

Education

  • Chemical Engineering, Moscow Univ of Chemical Engineering, 1972
  • Certification Education Program, CFP, Rice University, 2005

Interests

  • Involved in a wide range of activities outside of work I enjoy socializing with others who have similar interests. My love of music has led me to play the keyboard for two local rock bands at a variety of events in & around Houston. Likewise enjoying sports, I play ice hockey weekly with the Sugar Land Old Timers League. Other sports I participate in are tennis, fishing and hunting.
  • Adding to my skill w/graphics & web-site design, I love writing fiction & am currently working on a fourth book. My stories stem from a variety of genres (action, mystery, thriller, sci-fi) loosely united by an idea of producing movies on paper.

Community participation

Oil Kings Hockey Club

Professional associations

  • Moscow Institute of Chemical Engineering Alumni