Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Christian Financial Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • University of Michigan, Ann Arbor: M.A. - Finance, 1982
  • Grand Valley University, Allendale, MI: B.PH., Economics, 1972

Interests

Outside the office, I like to keep myself busy by staying healthy and by enjoying the outdoors. Depending on the day and my mood, I'm either playing a tough match of tennis with my trainer, learning to appreciate movement through dance, going for a swim on a hot day, or taking photos of birds in my backyard.

I strongly believe that the key to success and to living a happy life is to pick up a few trades and immerse yourself in them. There's no purer satisfaction than doing something you love.

Community participation

    • Board member of the Rio Grande Valley Estate Planning Council
    • Past-President of the Valley Land Fund, a non-profit corporation whose mission is to preserve, enhance and expand the native wildlife habitat of the Rio Grande Valley.
    • McAllen Parks and Recreation Blue Ribbon Committee

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2012

Previous experience

  • United States Army, Specialist 4th Class, 1968-1969