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

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner

Education

  • BS Military Studies, US Air Force Academy, Colorado, 1971
  • MA Educational Administration, The George Washington University, Virginia, 1977

Interests

  • I have played in a weekly adult soccer league for since 1990.
  • I keep a pond in my back yard with ornamental koi.
  • I am a die-hard Boston Red Sox fan.
  • I have been a Rotarian since 1995.

Community participation

  • Chairman, North Little Rock Community Scholarship Fund
  • Project Chairman, "I Like Me" Books, Rotary Club
  • Member, N. Little Rock School Dist. Community Involvement Committee

Professional associations

  • Financial Planning Association