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
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Wealth Preservation Strategies
36
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
  • AEP® Accredited Estate Planner®
  • RFC® Registered Financial Consultant

Education

  • M.B.A, 1984, University of Nevada, Las Vegas
  • B.S., 1983, United States Military Academy, West Point, NY

Interests

I have been married to my wonderful wife, Van, since 1990. We have one daughter. We are all fond of animals and adopted our current dog from the ASPCA.

I enjoy world travel. I am a coin collector and have been a member of the Las Vegas Numismatic Society since 1972. I am interested in history and life sciences, especially paleontology.

Community participation

International Association for Financial Planning,(later the Financial Planning Association) chapter president ('97-'98)

Awards & recognition

  • Ameriprise Diamond Ring Club, 1998