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
  • Investments
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Employee Stock Options
  • Charitable Giving
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMAsm Accredited Portfolio Management Advisor
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist

Education

  • Ouachita Baptist University, 1980 Bachelor of Arts cum laude

Interests

  • I enjoy golf with friends.
  • Travel with my family is my favorite activity.
  • I enjoy a wide variety of music.

Community participation

I'm an active member of Trinity Presbyterian Church.

I enjoy volunteer work at the Arkansas Food Bank.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2020
  • Ameriprise Circle of Success, 2005-2019
  • Ameriprise Diamond Ring Club, 2005