Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
29
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