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 Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Charitable Giving
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
36
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • Series 7, 63, 65, 66, and 24 License Holder
  • Licensed to sell Life, Health, and Long Term Care Insurances

Education

  • The Ohio State University, Bachelor of Science, Finance 1971

Interests

My wife Mary and I have three daughters and one son. We are a Big Ten Football family with three of my children going to Penn State, Michigan, Ohio State and my wife and I both being Buckeyes.

My family and I have been active in the Dunwoody Georgia community where I still reside today.

I enjoy spending time with family & friends, road bicycling, fishing, and camping. I catch up with many of my friends and members of the community during my daily exercise at the Dunwoody Baptist Wellness Center.

Community participation

  • Volunteered at Dunwoody High School Finance Academy
  • Coached Murphy Chandler Girls Fast Pitch Softball
  • Volunteer and Classroom speaker Peachtree Junior High School
  • National Academy of Finance Dekalb County Advisory Board

Awards & recognition

  • Ameriprise Circle of Success, 2003-2011
  • Ameriprise Diamond Ring Club, 2004