Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Charitable Giving
  • Saving for Education
32
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
  • Ameriprise Client Experience Award, 2020

Professional associations

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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.