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
  • Saving for Education
  • Small Business
  • Employee Stock Options
  • Estate Planning Strategies
29
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℠
  • CPA  Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters in Business Administration, 1989, University of Texas at Arlington
  • Bachelor of Arts, Summa cum laude, 1981 economics, University of Minnesota
  • Bachelor of Science, 1981, business administration, University of Minnesota

Interests

  • I treasure the time I have to spend with my family.
  • Giving back to my community is something I value greatly.
  • I love to read almost anything that is well-written.
  • Exercise and chocolate are important parts of my life.

Community participation

  • Treasurer, Deerwood Park Homeowners Association
  • Board Member, Congregation Beth Shalom Synagogue
  • Treasurer, Jewish Federation of Fort Worth and Tarrant County
  • Trustee, Dan Danciger JCC/Fort Worth Hebrew Day School Supporting Foundation
  • Board Member, Arlington Life Shelter