Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
35
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®
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • B.S., Commerce, Univeristy of Virginia, 1986

Interests

I am a sailing enthusiast. Also, I enjoy being involved in my community through scouting and supporting the local high school.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008
  • Five Star Wealth Manager, 2012-2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.