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

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
34
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • BFA™ Behavioral Financial Advisor™

Education

  • Master of Business Administration, Centenary College
  • Bachelor of Science, Centenary College

Interests

  • Spending quality time with family-5 children, 6 grandchildren
  • Community participation
  • Fencing
  • Boating
  • Scuba Diving
  • Traveling

Community participation

Awards & recognition

  • Ameriprise Hall of Fame, 2009
  • Ameriprise Circle of Success, 2007-2020