My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Alabama Football, Golf, Gardening,

Community Participation

Past President - North Georgia Master Gardners, and Alabama Alumni Chattanooga Chapter, Tennessee Master Gardener, Tennessee Rose Society, Tennessee Dahlias.

25
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

  • Cleveland State, 1973, Associates Degree
  • University of Tennessee at Chattanooga Business, 1974, Business Degree
  • School of Banking at Louisiana State University, 1985, Banking Degree
  • Series 7 and Series 63, 1993

Files for Download

My Videos(2 videos)