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
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies
34
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

Education

  • BS Finance, University of Northern Colorado, Greeley, Colorado 1981

Interests

  • Vacationing with my family
  • Coaching youth sports
  • Baseball instruction for youth to college level athletes

Community participation

  • Naperville Little League Youth Baseball Coach
  • St. Raphael Youth Football Coach
  • Naperville YMCA Youth Basketball Coach

Professional associations

  • Alumni Association College for Financial Planning

Previous experience

  • Senior Vice President, A.G. Edwards, October 1997 - July 2009, Willowbrook, IL, 11 years, 10 months