Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • 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

Awards & recognition

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

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

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.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.