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
  • Small Business
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
43
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
  • CLTC® Certified Long Term Care®

Education

  • B.S., Business Administration, Duquesne University, 1971
  • CFP® Designation, 1983

Interests

I enjoy spending time with my family and my grandchildren and love watching my grandchildren play sports.

My involvement with the Financial Planning Ministry at Holy Name of Mary Church has been extremely gratifying. Being able to provide financial planning information on important topics that affect our community is a unique opportunity that I value and take very seriously.

In an effort to give back to our community during times of deep sorrow, I am also offering my services to various Bereavement Groups. Providing our service with profound respect and understanding is extremely important to me.

Community participation

  • Holy Name of Mary Church, Co-Chair, Finance Committee
  • Holy Name of Mary Church, Financial Planning Ministry
  • Holy Name of Mary Church, Bereavement Ministry
  • La Verne Youth Basketball League, Volunteer Coach

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2020
  • Ameriprise Chairman's Advisory Council, 2018-2019
  • Ameriprise Hall of Fame, 2003-2017
  • Ameriprise Circle of Success, 2003-2017

Professional associations

  • Financial Planning Association