Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Platinum Financial Services Financial Advisor

Education

  • University of Nebraska, BA
  • Southern Methodist University, MBA

Awards & recognition

  • Ameriprise Circle of Success, 1999-2018
  • Ameriprise Diamond Ring Award, 2012

Community participation

Tuzer Ballet, Board of Directors: 2000-2006 and 2008, Richardson, Texas

Richardson Symphony Orchestra, Board of Directors: 1995-2004, Richardson, Texas

Dallas Repertory Theatre, Actor and Singer: 1972-1978, Dallas, Texas

Contemporary Chorale, Singer, 2012-current, Richardson, Texas

Interests

My wife and I met on stage during a Omaha All City High School musical production of "Carousel." I am a singer and actor and played the role of Billy Bigelow. My wife was a dancer and played the role of my daughter, Louise. Ever since then, we have been active in the arts: theatre, ballet and symphonic music. We both served on the Steering Committee for the Grand Opening of the Eisemann Center for the Performing Arts in Richardson in 2002.

Our daughter, Jennifer, is currently a Waldorf school teacher in Denver, Colorado. I also have 2 grandsons, ages 7 and 15.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.