My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Charitable Giving Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Financial Planning for Small Business

Education

  • Master of Business Administration, Bloomsburg University, 1986
  • Bachelor of Science, Business Economics, Bloomsburg University , 1985

Awards & recognition

  • Ameriprise Circle of Success, 1992- 2016
  • Ameriprise Hall of Fame, 2014

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Ameriprise financial advisor, Ted Williams, received the 2014 Ameriprise Community Impact Award for his volunteerism with Tabor Community Services.

Ted was selected because of his 14 years of board service with Tabor. During his tenure the organization has doubled its client capacity and budget. In recognition, Ameriprise awarded $2,500 to Tabor Community Services which helps low-income families find housing and manage their finances.

Interests

  • Traveling with my family
  • Daily bible study and Men's Frat
  • Hiking the flatirons of Colorado
  • Ran Rim to Rim to Rim at the Grand Canyon, AZ in 2007
  • Completed the Boston Marathon in 2009
  • Duke Basketball fan

My photos

3 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.