About My Practice
I work one-to-one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals. As your advisor, I'll work with you to take action on your personal financial strategy. I'll monitor your plan to help keep you track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.
Experience
1986-Present, Financial Advisor, Ameriprise Financial Services, Inc., Cheyenne, WY
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: WY, CO, NE, NV, AZ, Health/disability insurance: WY, CO, NE, NV, AZ, Fixed annuities: WY, CO, NE, NV, AZ, Variable annuities: WY, CO, NE, NV, AZ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
