Advisor profile


My approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Small Business
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CASL® Chartered Advisor for Senior Living®

Education

  • B.B.A., 1989, Finance, University of Oklahoma, Norman, OK

Interests

In my spare time, I enjoy reading, traveling, singing and spending quality time with my family.

Community participation

South Canadian Valley Church of Christ, Elder, Treasurer, Norman, OK

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2019 & 2020
  • Ameriprise Circle of Success, 2001-2018

Professional associations

  • Financial Planning Association
  • National Association of Insurance and Financial Advisors
  • Kingdom Advisors