Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CMFC® Chartered Mutual Fund Counselor℠

Education

  • B.A. in Philosphy, Hampden-Sydney College, 1995

Interests

  • I enjoy cars, gardening, bird watching and wine.
  • On our farm, we raise Scottish Blackface sheep and heritage breed chickens.
  • Hold the Level 3 Award in Wines from the Wine & Spirit Education Trust.

Awards & recognition

  • Ameriprise Circle of Success, 2007-2019