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

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Charitable Giving
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
  • ChFC® Chartered Financial Consultant®
  • Master of Business Administration
  • Bachelor of Science Degree

Education

  • University of Dallas MBA 1988
  • Milwaukee School of Engineering 1984 BS in Electrical Engineering Technology

Interests

  • Golf
  • Travel

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Messiah Lutheran Church, Member, Amherst, NH

Family Promise of Southern New Hampshire, Hudson, NH, Volunteer Capital Campaign Committee

Drop off site for Toys for Tots

Office volunteers as a team and with clients at the New Hampshire Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2009 - 2018
  • Barron’s Top 1,200 Financial Advisors, 2014 - 2020
  • Five Star Wealth Manager, 2012 - 2016
  • Protect. Grow. Give, RiverSource Life Insurance Company, 2012 - 2013
  • Ameriprise Chairman's Advisory Council, 2014 - 2019
  • Forbes Best-in-State Wealth Advisors, 2018 - 2020
  • Financial Times 400 Top Financial Advisers, 2020

Honored to be recognized in Forbes

I’m honored to have been named to the Forbes Best-in-State Wealth Advisors list for 2020. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. My No. 1 priority is delivering personalized financial advice to help my clients achieve their goals. I’d like to thank my clients for your trust and for the opportunity to continue working together.