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
  • Estate Planning Strategies
  • Investments
22
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CASL® Chartered Advisor for Senior Living®

Education

  • B.A. Franklin and Marshall College, 1968

Interests

I am interested in all forms of music, but particulary Jazz and Country & Western. I enjoy cooking and in fact have attended Culinary School where I earned an Associates Degree in Restaurant Management.

Community participation

I am active in the following activities:

  • Community volunteer within my school district and have served on the steering committees for several school based initiatives.
  • Member of steering committee for Franklin and Marshall Class of '68 45th alumni reunion.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015

Professional associations

  • Financial Planning Association