Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Business Retirement Plans
  • Retirement Planning Strategies
35
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA, Business, University of Kentucky, 1974-1978

Interests

  • I’m a native of the Ohio valley. I grew up in Cincinnati, lived in Louisville for many years, and I’ve been in Arizona for 10 years.
  • My wife Patty is also a financial advisor. We have a French Bulldog named Rosie.
  • We enjoy traveling to visit family and friends across the country. My son John and his wife Laura live in St. Paul, MN, with their children Jane and Clare.
  • Music is a true passion. I play several instruments, including bass for the band Hurricane. I like to play bluegrass and country music with family.
  • I golf as a member of The Lodge at Ventana Canyon and partake in western art and hospitality as a Mountain Oyster Club member.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 1992-2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.