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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • B. S. - University of Tennessee
  • M. B. A. - University of Tennessee

Education

  • Bachelor of Science, 1967, Psychology/Political Science, University of Tennessee, Knoxville
  • Master of Business Administration, 1988, Management/Marketing, University of Tennessee, Knoxville

Interests

Enjoy reading, walking, gardening, weaving, and other crafts.

Community participation

  • Kiwanis Club of Maryville
  • GFWC Chilhowee Club
  • P. E. O. Sisterhood