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
  • Investments
31
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
  • Series 7, 63 & 65 Securities licensed
  • Series 31 Managed Futures licensed
  • Life, Accident & Health licensed
  • Variable Annuity licensed

Education

  • Bachelor of Science (B.S.), Penn State University, 1969-1974

Interests

  • I enjoy travel, golfing and tennis.
  • I am an active volunteer with our local swim and tennis club.
  • I'm a Nittany Lion fan.

Community participation

  • Penn State Alumni Association
  • Penn State Atlanta Alumni Association
  • Angels Among Us Pet Rescue
  • Vested Interest in K9s, Inc.
  • Lockridge Forest Swim and Tennis Club
  • Atlanta Lawn Tennis Association Inc. (ALTA)

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2014

Previous experience

  • MetLife Securities Inc., 1989-1996
  • Citigroup Global Markets Inc., 1996-2006
  • Ameriprise Advisor Services Inc., 2006-2009