Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7,8,9,10, 24,31,63 and 65 Licenses

Interests

    As a native Detroiter, I was influenced at a very young age by classic cars and music. Most of my free time is spent restoring classic cars and I frequently participate in car shows on the weekends. I am a supporter of the Arizona Humane Society and also volunteer at St. Mary's Food Bank in Phoenix.

Community participation

  • Chaplaincy for the homeless
  • I support Habitat for Humanity
  • I volunteer at the St. Mary's Food Bank
  • I volunteer at the Desert Mission Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2013, 2015, 2019, 2020
  • Ameriprise Chairman's Award for Excellence Finalist, 2018

Previous experience

  • Regional Director - HR Block Financial, 2002-2009
  • Financial Advisor with firms such as PaineWebber, and Gruntal &Co, 1989-2002