Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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




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

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.


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.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.