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.


Interests

  • Enjoy spending time with family and friends
  • Playing Golf
  • I enjoy a good ride in the country with my three Golden Retrievers, Max, Gunner and Stella.
  • Traveling abroad
26
Years of Experience ?

Areas of Focus

  • Family Finances
  • Retirement Plan Distribution
  • Insurance
  • Domestic Partner Planning
  • Small Business
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2017

Education

  • Western Kentucky University - B.A. Communication 1983

Files for Download

My Videos(4 videos)

View All Videos