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
  • Family Finances
  • Saving for Education
  • Small Business
31
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

  • MBA, 1980, Finance, Economics, Marketing, University of Chicago
  • BS, 1974, United States Military Academy- West Point

Interests

I enjoy sports and traveling. I also enjoy spending time with my family, including my wife Ellen, our 3 sons, our 2 daughters-in-law, 3 grandsons and 1 granddaughter.

Community participation

  • West Point Admissions Volunteer
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

Awards & recognition

  • Five Star Wealth Manager, 2012-2019

Professional associations

  • Financial Planning Association