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
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • M.B.A., 1982, College of William & Mary Graduate School of Business
  • B.A. Economics, 1977, University of Virginia

Professional associations

  • Financial Planning Association