Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
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
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education

Education

  • University of Cincinnati, Accounting - 1979-1984
  • Texas Christian University, MBA-Finance-1991-1993

Awards & recognition

  • Ameriprise Circle of Success, 2017-2020

Previous experience

  • Financial Advisor, Ameriprise, 1998-Current
  • Director of Finance, Fidelity Investments, 1996-1998
  • Director of Administration, Champion International, 1992 - 1996
  • Controller, Champion International, 1988 -1992
  • Accounting Supervisor, Champion International, 1986-1988

Interests

Sports - Most all sports, favorites Basketball, Football, Baseball, Golf, etc.

Fitness - All types, staying active a priority.

Travel - Desire to see new places.