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
  • Saving for Education
  • Small Business
  • Employee Stock Options
  • Estate Planning Strategies
30
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
  • Fundraising Chair, Congregation Beth Shalom Synagogue Sisterhood
  • Trustee, Dan Danciger JCC/Fort Worth Hebrew Day School Supporting Foundation
  • Treasurer, Arlington Life Shelter