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
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Charitable Giving
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA in Economics from Eastern Illinois University, Charleston, IL 1976

Interests

  • I enjoy model railroads and collecting trains, landscaping, golf, tennis, snow skiing, and civic volunteer work.

Community participation

I am involved with my local Chamber of Commerce and the organization of their annual Christmas Walk and Holiday Parade. I am also currently involved with the planning committee for a Route 66 Museum which is being built in Litchfield.

  • Litchfield Chamber of Commerce
  • Union Avenue Christian Church
  • Corwin Fund
  • City of Litchfield Economic Development Commission

Awards & recognition

  • Ameriprise Circle of Success, 2012
  • Diamond Ring Award, 2015

Professional associations

  • Board of Directors member St. Francis Hospital
  • Litchfield Chamber of Commerce
  • President Union Avenue Christian Church board
  • Financial Planning Association