Advisor profile

My Approach

My education in finance, as well as my experience as an insurance company executive and a Deputy Commissioner of the Social Security Administration give me a unique perspective when I consider clients' financial concerns and goals for the future. As an Ameriprise financial advisor, backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, my mission is to help clients plan to reach their financial goals through a personal relationship based on personalized, knowledgeable advice.

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Family Finances

Previous experience

  • Vice President, Financial Advisor, Smith Barney, Inc., 1997 - 2010
  • Financial Advisor, Prudential Securities, 1993 - 1997
  • U.S. Marine Corps, First Lieutenant, 1966 - 1969 (includes 13 mo. in Viet Nam)

Community participation

  • Rotary Club of Leesburg - Member (1994 - 2020), President (1999)
  • REHAU Rotary Resolution 10K Race (largest New Years Day race in DC area) - Founder and Co-Director (1998 - 2018)
  • Conversations at Oatlands - Board Member (2001 - 2020), Current Chairman
  • Oatlands Plantation (National Trust Property) - Board Member (1994 - 2004), Treasurer (2000 - 2004)
  • Notre Dame Academy (now Middleburg Academy) - Board Member (2000 - 2006), Treasurer (2003 - 2006)

Interests

My interests are family, reading, gardening, travel and serving on the Boards of local non-profits.

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My photos

3 albums
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