My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

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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