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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Saving for Education
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Investment Companies Variable Annuities Registered Representative - Series 6
  • Geneal Securities Representative - Series 7
  • Direct Participation Programs - Limited Representative - Series 22
  • Uniform Securities Agent - Series 63
  • Registered Investment Advisor FINRA - Series 65
  • Life, Health and Variable Insurance License

Education

  • B.S.B.A. University of Florida, Gainesville, Florida, 1960

Interests

  • I enjoyed growing up in Pennsylvania, but have lived in Florida since 1953
  • I enjoy spending free time with my family and friends
  • I enjoy traveling, boating and fishing
  • I am a United States Air Force Veteran

Community participation

Clermont, Florida Kiwanis Club

Greater Sanford Regional Chamber of Commerce

Orlando Florida, Bahia Shrine

Member of United Methodist Church

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.

Awards & recognition

  • Ameriprise Circle of Success, 2000 - 2011
  • Ameriprise Diamond Ring Club, 2000