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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRC® Certified Retirement Consultant
  • Finra Series 7 Licensed Finra Series 65 Licensed

Education

  • McNeese State University; BS in Economics; May 1974

Interests

  • Being physically fit is important to me. I go to the gym every morning before work.
  • I love to fish, both fresh water and salt water.
  • My wife and I enjoy traveling to different areas of the country I haven't visited before.

Community participation

  • Active in coaching and mentoring youth
  • Volunteered for disaster relief with Samaritan's Purse after Katrina and the Tuscaloosa tornadoes
  • Past Treasurer of Clearwater Community Church
  • Former Director and Founder of the Upward Basketball Program at Clearwater Community Church
  • September 11, 2015 Patriot Day Memorial Breakfast--"Remember Honor Support"
  • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Ameriprise Circle of Success, 2014