a private wealth advisory practice of Ameriprise Financial Services, Inc.
We are committed to listening to our clients and we strive to be professionals they feel comfortable talking with. We take the time to understand the financial concerns our clients carry with them. We bring our financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of our clients’ financial lives. You can feel confident that the advice we provide will reflect your personal dreams and goals.
Areas of Focus
•Retirement Planning Strategies
•Saving for Education
•Tax Planning Strategies
I am licensed and registered to conduct business in AR.
Based on licenses and registrations I hold, I may also conduct business in SC, FL, NM, IN, OR, AZ, MO, OK, MN, CO, TX, MD, MI, CA, NC, MS, NV.
AR Insurance #995404
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
