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.
Areas of focus
- Charitable Giving
- Estate Planning Strategies
- Retirement Planning Strategies
- Saving for Education
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Member, Financial Planning Association
Professional associations
Interests
- I enjoy traveling, & collecting sports memorbilia.
- I also enjoy playing golf, billiards, and working out.
- Addtionally, I am a big sports fan.
Ameriprise Platinum Financial Services® Advisors
Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.

