As an advisor, I’m really in the relationship business. I believe my clients appreciate my ongoing commitment to be a great listener and my ability to create solutions that specifically help address their needs, wants, and wishes.
Earlier in my career I developed a depth of knowledge about tax liability and planning issues as a Tax Manager of a Fortune 500 company, where I saved the business more than $250 million dollars in taxes. I believe this experience is invaluable to my clients today, because I bring a wealth of knowledge about both the asset and liability sides of the balance sheet – as well as the cashflows that connect them. This perspective directly affects the recommendations I make. Ameriprise Financial is not a legal or tax advisor, and as a representative of Ameriprise Financial, I do not provide tax or legal advice.
I have spent the past sixteen years guiding clients through the intricate process of orchestrating their financial instruments to play their sheet music in greater harmony. My philosophy is simple: I want to understand what you want out of life so we can plan your money around it. There are many creative ways to support the lifestyle you desire; it’s a matter of taking the time to listen and do the strategic work and having your mind open to new possibilities.