My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Traveling & seeing the world with my two daughters
  • Daily Bible Study and Men's Frat
  • Supporting the local community through Tabor Community Services
  • Ran Rim to Rim to Rim at the Grand Canyon, AZ in 2007
  • Completed the Boston Marathon in 2009
  • Duke Basketball fan

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

31
Years of Experience ?

Areas of Focus

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

Awards & Recognition

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

Education

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

Files for Download

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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