Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Small Business
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Saving for Education
  • Investments
  • Family Finances
  • Business Retirement Plans
  • Insurance
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Midwestern University - Bachelors of Arts in Psychology 1970
  • University of Oklahoma - Graduate Studies in Human Relations/ Counseling 1973

Interests

  • Grandchildren—our blended family is blessed with 14 grandchildren.
  • Hunting
  • Fishing
  • Woodworking/DIY projects
  • Travel and Concerts

Community participation

  • Rotary Club of South Tyler
  • Tyler Chamber of Commerce
  • Carter Blood Bank donor

Professional associations

  • Financial Planning Association

Previous experience

  • USArmy/Field Artillery Branch, Captain, 1970-1976
  • USPA&IRA Agent/Registered Representative, 1976-2002
  • USPA&IRA Director of Marketing Services & Public Relations, 1989-1994
  • Financial Advisor with First State Bank and Citizens State Bank, 2003-present