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
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
30
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
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Arts in Business from Centenary College, Shreveport, Louisiana, 1985

Interests

I get great satisifaction from helping individuals and families through important financial decisions in their lifetimes. I also enjoy seeing clients in the community when I am out playing tennis, cycling, snowboarding, or diving. Next to my family and my personal physical fitness comes my interest in the environment. Gardening and yard beautification has always been a passion of mine, especially when I can get any of my four daughters outside to help. And we all love to travel and explore new areas.

Community participation

I am a proud member of the Boone Sunrise Club of Rotary International and very much enjoy the fellowship with other Rotarians. My family and I are members of Boone United Methodist Church.