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
  • Investments
  • Family Finances
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • BBA, Finance, University of Toledo, 1972
  • MAE, Economics, University of Michigan, 1981

Interests

Sports

Writing

Exercise

Feature film production

Community participation

  • The University Of Toledo Alumni Association
  • The University Of Michigan Alumni Association
  • Life member, Mensa
  • Life member, Veterans Of Foreign Wars
  • Association Of The US Army
  • Life member, 82nd Airborne Division Association
  • American Legion
  • Military Officers Association of America