Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • B.S., Economics, Finance - University of New Orleans - New Orleans, LA

Previous experience

  • Ameriprise Financial, Financial Advisor, 2006–Present
  • American Express Financial Advisors (now Ameriprise), Financial Advisor, 1987–2005
  • IDS Financial Services (now Ameriprise), Financial Advisor, 1983–1986

Community participation

Interests

  • Spending time with family and friends
  • Attending my son's activities
  • Participating in Northshore festivals and cultural events
  • Going to the gym for exercise classes
  • Renovating and overseeing my real estate properties
  • Healthy, organic foods and cooking
  • Going to church
  • Gardening
  • Sightseeing in Europe, especially France

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.