Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Saving for Education
  • Wealth Preservation Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Certified in NYS Partnership for Long Term Care Insurance, 2005
  • Series 6
  • Series 7
  • Series 22
  • Series 63
  • Life, Accident and Health

Education

  • University of Houston-Clear Lake
  • Bachelor of Business Administration, Economics, 1981

Interests

    Spending time with my wife and our children, as well our goats and two Great Pyrenees, Sadie and Lily.
    I enjoy reading and learning more about economics, history, and world politics.

Community participation

Partner of Dave Clark Foundation

Participate in the Day of Service at The Food Bank of the Southern Tier

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

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.

Professional associations

  • The College for Financial Planning