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

  • Small Business
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
  • Employee Stock Options
  • 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

  • B.B.A., Accounting, University of Louisiana at Monroe, 1978

Interests

  • Outdoor activities such as golf and swimming.
  • Going to the beach.
  • Active in my neighborhood activites which include organizing the Kenilworth Independence Day Parade and Christmas Luninaries.

Community participation

  • Knights of Columbus, Member
  • Kenilworth Civic Association, Board Member, Past President
  • Catholic High School Men's Club, Member

Awards & recognition

  • Ameriprise Circle of Success, 2005-2008