Advisor profile


My approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. For years, I've been helping fellow Christians with estate and tax planning strategies , charitable giving planning and other related goals important to them. I offer faith-based financial planning and advice to help you manage your finances in a way that's consistent with your values and beliefs.

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Saving for Education
  • Employee Stock Options
  • Estate Planning Strategies
  • Small Business
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Business Financial Advisor
  • Bachelor of Science Degree
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®

Education

  • Fairmont State University-BS Business Administration-1975

Interests

  • I play racquetball and pickleball 4-5 days a week
  • I enjoy boating and water skiing during the summer
  • Enjoy listening to live music

Community participation

I have served on a number of boards at my Church for over 20 years. It is very important to me to give back.

  • Elder-First Presyterian Church of Greensburg
  • Past President-Rotary Club of Churchill

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008
  • Ameriprise Diamond Ring Club, 2006
  • Five Star Wealth Manager, 2013-2021

Professional associations

  • Strathmore's Who's Who-Lifetime Member
  • America's Registry of Outstanding Professionals
  • Kingdom Advisors

Previous experience

  • Vice President-Horizon Financial, FA, 1978-1989

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.