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

  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Family Finances
37
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

Education

  • MBA Finance, Georgia State University 1986
  • BS Commerce, University of Virginia McIntire School of Commerce 1981

Interests

  • Spending time with family
  • Golf
  • Traveling

Community participation

2018 National Day of Service

Previous experience

  • Wells Fargo Advisors, 2012-2018
  • UBS Financial Services, 2008-2012
  • Bear Stearns, 2004-2008
  • Lehman Brothers, 2000-2004
  • Alex Brown and Sons Inc, 1997-2000