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 Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Small Business
  • Insurance
  • Cash Flow Management Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Ph.D. in Economics, University of Missouri, Colombia, MO.
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 Licensed
  • Series 63 Licensed
  • Series 65 Licensed

Education

  • Ph.D., 1980, Economics, University of Missouri, Colombia, MO
  • M.A., 1974, Economics, Central Missouri State University, Warrensburg, MO

Interests

  • Walking at The Arb
  • Exercising
  • Kerrytown Farmers Market
  • Playing chess
  • Cooking Mediterranean cuisine for family and friends
  • Travelling, warm climates in particular, especially California and Florida
  • Participating in events within my community

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012-2019