Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
32
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
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

Awards & recognition

  • Ameriprise Circle of Success, 2013-2021

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

Community participation

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

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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.