Advisor profile


My approach

One of life’s constants is change. Life is made up of a series of transitions. Some of these are wonderful and planned for: earning a degree, buying a home, building a family, establishing a career and enjoying a comfortable retirement. Other events teach us that life is not always fair: separation or divorce, loss of a spouse or child, a health crisis or job loss. Financial planning allows you to prepare in advance for life’s best moments and it allows you to make adjustments when life proves to be unfair. As a financial advisor with CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ certifications, I can help you identify your financial options and plan accordingly for your financial future.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Income Strategies
34
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
  • CMFC® Chartered Mutual Fund Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Duke University, Durham, NC 1979
  • MA Webster University, St. Louis, MO 1984
  • CFP Practitioner CFP Board of Standards 1997
  • Certified Divorce Financial Analyst IDFA 2008

Interests

Outside of the office, I am a dedicated husband and father. I support my wife's career and our girl's careers and academic efforts. I am an avid reader and I would be happy to recommend some of my favorites that have inspired me personally and professionally.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012