Advisor profile


My approach

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

  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 22+ years of industry experience.
  • 20 years 401k and qualified retirement plan experience.
  • Member of Ameriprise Hall of Fame since 2004.
  • Ameriprise Private Wealth Advisor.
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Series 7, 63 licensed

Education

  • University of Kentucky: BBA, Business (1974-1978)

Interests

  • Golfing--staying up with my son, who plays golf at Centre College in Danville, Ky.
  • Music- a true passion; play in several bands and play several instruments.

Community participation

  • TROT (Therapeutic Riding of Tucson)

Awards & recognition

  • Ameriprise Circle of Success, 1992-2016