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
34
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
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning

Education

  • MSF, Finance, 1979, University of Dallas, Dallas, TX
  • BBA, Economics, 1977, University of Texas, Arlington, TX

Awards & recognition

  • Five Star Wealth Manager, 2012-2014
  • Hooman & Associates, Ameriprise Client Experience Award, 2020

Community participation

Every year, advisors, clients and staff of Hooman and Associates participate in the Ameriprise National Days of Service in June and November to support Pittsburgh area families in the fight against hunger.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer.

Interests

  • Fine Wines
  • Mediterranean Cuisine
  • American Colonial History
  • Hiking & Bicycling

My photos

6 albums
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