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
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Tax Planning Strategies
  • Estate Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S., 1971, Mechanical Engineering - Tennessee Technological Univeristy
  • M.S., 1990 Administration and Supervision - Memphis State University

Interests

  • I believe in staying fit and I exercise on a regular basis.
  • I also play competitive softball.
  • Enjoy ballroom dancing any chance I get
  • Traveling
  • Attend Christ the King Lutheran Church

Community participation

I like to play competitive softball and I attend Christ the King Lutheran church.

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2012, 2014, 2018

Professional associations

  • National Financial Planning Association
  • Financial Planning Association of Memphis

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., Cordova, TN, 1993 to present
  • Teacher and Coach, Briarcrest Christian School, Memphis, TN, 1979-1993
  • Teacher and Coach, Southern Baptist Education Center, Memphis, TN, 1976-1979