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
  • Small Business
  • Charitable Giving
  • Family Finances
  • Saving for Education
34
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
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • St. Vincent dePaul College, BA, 1976
  • Gregorian University, STB, 1979

Interests

  • I enjoy baseball, football, hiking, reading and travel.

Community participation

  • I believe in giving back to my commuity. I am currently involved with the Family Guidance Center, a non-profit organization located in Hickory that meets the needs of the community in three areas - Consumer Credit Counseling, Domestic Violence and Individual and Family Counseling. I have previously served on the Boards of the Catawba County Mental Health Services and Hickory Christian Academy.

Awards & recognition

  • Ameriprise Circle of Success, 2004-2011, 2013-2017
  • Five Star Wealth Manager, 2012, 2014

Professional associations

  • Financial Planning Association