Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
64
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 1 - Registered Representative Examination
  • Life, Accident and Health

Education

  • B.A., Education - University of Nebraska, 1952

Interests

I enjoy Family, Church activities, golf and visiting and servicing my clients.

Community participation

  • Greater York Area Chamber of Commerce, Member, York, NE
  • 1952 - 1956 U S Air Force, San Antonio TX

Awards & recognition

  • Ameriprise Chairman's Award, 2011