Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I’ll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about or save for the future, I can help you plan for your goals.

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Domestic Partner Planning
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

I'm very interested in getting to know each client personally and to hear what's important to them. I spend most of my free time with family and friends especially my children and grandchildren who live nearby. I enjoy the outdoors and like to golf, go camping, hiking and bike riding. With the world rapidly changing, I consider myself a lifetime student of business and finance. I also enjoy attending local fairs, festivals, and live theater performances. God is the focal point in my life and I study his word daily.

Awards & recognition

  • Ameriprise Hall of Fame, 2003-2018
  • Ameriprise Circle of Success, 1995-2018
  • Five Star Wealth Manager, 2012-2018
  • Ameriprise Diamond Ring Club, 1998-2018
  • Ameriprise Chairman's Advisory Council, 1994-2010

Qualified Kingdom Advisors

Why choose a Qualified Kingdom Advisor? There are a lot of qualified financial advisors. But can they help you be a faithful steward of the finances entrusted to you? As a Christian striving to live a life of purpose and contentment, consider working with an advisor who can give you advice based on the biblical principles of stewardship. I share your Christian world view. I'll help you create a financial plan that aligns with your deeply held values and beliefs.