Advisor profile


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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
29
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

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.