Ameriprise Financial | Investment Services
CERTIFIED FINANCIAL PLANNER™ professional
I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.
Areas of Focus
- Retirement Planning Strategies
- Estate Planning Strategies
- Small Business
- Retirement Plan Distribution
I am licensed and registered to conduct business in GA. Based on licenses and registrations I hold, I may also conduct business in LA, NC, AL, AZ, TN, FL, PA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Confident retirement is not a guarantee of future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Bank, FSB an Equal Housing Lender and Member FDIC, provides deposit, lending, rewards points and personal trust products to Ameriprise Financial Services, Inc. Ameriprise Bank and Ameriprise Financial Services, Inc. are subsidiaries of Ameriprise Financial, Inc. Ameriprise financial advisors may receive compensation for selling bank products. Ameriprise Bank has applied to convert its bank charter from a federal savings bank (FSB) to a non-deposit national trust bank by year-end 2012. Upon completion of the conversion, we will offer personal trust services through the national trust bank. In addition, Ameriprise Financial will continue to offer a broad range of consumer banking products and services through partnerships with well-known and respected financial services companies.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.
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