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 Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Science in Economics from Missouri State 1992

Interests

  • I enjoy boating and fishing in our local waters -Gulf of Mexico Southwest Florida & Caloosahatchee River in Southwest Florida.
  • Recently I completed my open water certification. Cape Coral Florida and enjoy Calusa Blueway trails in Lee County, SW Fl.
  • Member of HOG. (Harley Davidson Owners Group) Cape Coral, Fl.
  • Member Grady White Club of Fort Myers Beach, Florida