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

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
25
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

Education

  • Murray State University 1991 Bachelor of Fine Arts degree and Functional Design major

Interests

Woodworking, cycling, SCUBA diving, Hiking, and Travel.

Community participation

Kings Daughters and Sons Nursing home board.

Awards & recognition

  • Five Star Wealth Manager, 2015

Previous experience

  • Charles Schwab, 17 Years
  • American Express Financial Advisors, 1 Year