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
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Saving for Education
23
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S.B.A, 1996, Management, Christopher Newport University, Newport News, VA

Interests

  • Enjoy traveling especially cruise vacations and tasting great wine in Napa.
  • Also enjoy movies, theater, and working in my greenhouse
  • Spending time with my Chocolate Lab, Brenly

Awards & recognition

  • Five Star Wealth Manager, 2013