Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional, Ameriprise Financial Services, Inc.
My Approach I work with a focused group of professionals and business owners that require more complex financial planning. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams. · Customized to your life and goals. · Focused on accumulating, managing and protecting your wealth. · Prepared with strategies that make sense for you. · Tracked and reviewed regularly via an established communication plan. · Updated based on changes in market conditions and your situation. Areas of Focus Retirement Planning Strategies Small Business Tax Planning Strategies Women's Financial Strategies Investments Family Finances Education Planning Insurance Retirement Income Strategies Employee Stock Options Executive Compensation and Benefit Strategies Estate Planning Strategies Charitable Giving I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in AL, AR, AZ, CA, CO, FL, GA, LA, MI, MT, TN, WA. CA Insurance #0F34609 AR Insurance #2204114 Working Together 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 Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner AAMS® Accredited Asset Management SpecialistSM CRPC® Chartered Retirement Planning CounselorSM CEP® Certified Estate Planner Business Financial Advisor APMA® Accredited Portfolio Management Advisor Awards & Recognition FIVE STAR Wealth Manager1, 2012-2017 Professional Associations Financial Planning Association Community Participation Expanding Your Horizons Feeding America Bel Inizio Grant-A-Starr Foundation National Multiple Sclerosis Society Interests Training to walk half-marathons and triathlons Distance cycling Museums, antiques and antiquities Voracious reader--learning never ends 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.
The Fed’s hint at lower rates and a possible U.S.-China trade truce sent global markets upward on Thursday.
usatoday.com Stocks were on pace to set a new record Thursday on a strong signal that the Fed could cut interest rates and on hopes for a trade war truce.
The 401(k) contribution limit increased by $500 for 2019. Learn what advantages you may have by contributing to an employer-sponsored retirement plan during your peak earning years and consult a tax professional.
kiplinger.com The 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.
All eyes will be on the Federal Reserve this week. Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com 06/17/2019 David Joy All eyes will be on the Federal Reserve this week. Expectations are that the Federal Open Market Committee will not take action yet lay the groundwork for lower rates in the meetings to follow, possibly in July or September. Certainly, the bond market has led the way lower, rais...
Happy Father's Day!
If your goal is to retire early, you may be too young for Medicare. Learn about options that could help bridge the healthcare gap for younger retirees.
usatoday.com Don’t let health insurance derail your early retirement. Without a job or Medicare, what health care options remain? A handful, it turns out.
Remarks by Fed Chairman Jerome Powell helped bolster the S&P 500 by more than 4 percent last week – but the June rally has since paused. Read more from Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com Stocks enjoyed their best week in six months, spurred on by dovish remarks by Fed Chairman Powell.
- V 💫
Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial future. The future is brightest for those who set financial goals at an early age.
Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!
Depending on where one sits, today’s economy may indeed be the best of times or the worst of times.
newsroom.ameriprise.com For individuals, the current condition is just about as good as it gets. But that enthusiasm is noticeably absent when looking at bigger businesses.
Many boomers are opting to stay in their homes rather than downsizing. Where do you plan to live in retirement?
usatoday.com Many Baby boomers are staying in the houses in which they raised their kids even when they become empty-nesters and retire
Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.
The trade dispute between the U.S. and China remains the elephant in the room for investors, according to Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com The latest escalation in the size and scope of tariffs reduces the likelihood that an agreement between the U.S. and China will be reached anytime soon.
Market swings can mean different things depending on your stage in life. Learn how fluctuating markets can have an impact at any age.
cnbc.com As the longest bull market in history possibly wanes, it can be helpful to turn your attention to your own timeline. Here's how you should react and plan for volatility, depending on your age.
Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.
barrons.com Suffering a sudden health scare can force someone into retirement earlier than expected. There are ways, though, to prepare for this possibility and make sure you stay financially secure.
While trade talks left markets spinning, there was encouraging news elsewhere. Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com U.S. equities in the S&P 500 endured their worst week of the year, falling nearly 2.2 percent.
While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.
usatoday.com Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.
Expressing love and gratitude to all mothers today.
Learn what steps you can take to help protect yourself or a parent from scammers.
barrons.com Even among healthy older adults, age-related changes in the brain can make people more susceptible to financial exploitations, according to research.
After ending last week on a positive note, trade talks have investors feeling uncertain.
newsroom.ameriprise.com Last week ended with investors feeling good about the prospects for the global economy.
If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz
Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.
ameriprise.com Learn how in-service distributions could help you better manage your retirement savings.
Estimates of the first quarter U.S. GDP growth exceeded expectations. But the details were not quite as encouraging as headlines would suggest.
newsroom.ameriprise.com Strength from inventory rebuilding and trade improvement contributed to the Q1 growth rate, while both personal consumption and business investment slowed.
Ameriprise Research: Although the S&P 500 is near an all-time high, the average stock in the Index is still 12.3% away from its 52-week top, suggesting room for equity prices to rise if the environment continues to improve.
What are you doing to protect our planet today?
Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.
marketwatch.com The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.
While earnings had investors feeling optimistic last week, the celebratory mood may be premature, according to Ameriprise chief market strategist David Joy.
newsroom.ameriprise.com Stocks rose for the second straight week to begin the second quarter, although the gains were more muted.
[04/15/19] Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.
Teaching your kids how to manage money can help them establish good financial habits to last a lifetime. #TeachYourChildrentoSave
Ameriprise Research: Market indices across asset classes posted strong returns to end Q1, regaining much of the ground lost in Q4 2018. We believe U.S. equity markets offer attractive opportunities over the next 6-12 months but stress that diversification and balance remain key.
[04/10/19] Families who openly discuss financial topics like estate planning feel more confident, according to the Family Wealth Checkup study from Ameriprise (https://bit.ly/2TOrNmP). Celebrate #NationalSiblingsDay by reaching out to your family members to start the conversation.
Stocks surged higher last week on evidence of stabilizing global growth and little evidence of inflationary pressures.
newsroom.ameriprise.com The second quarter started out the same as the first, with markets on the rise in the U.S., Europe and Asia.
[04/08/19] Let’s take a fresh look at your retirement plan. We’ll discuss your goals and needs and help plan the steps you can take to achieve them. #NationalRetirementPlanningWeek
Putting a plan in place could go a long way toward having financial peace of mind – and helping you reach your goals.
cnbc.com Despite more confidence among retirement savers, their ability to put away enough ranks as the top personal finance concern, a CNBC survey finds.
The first quarter of 2019 was the best for the S&P 500 index since the third quarter of 2009, when the economy was first coming out of recession.
newsroom.ameriprise.com The S&P 500 rose 1.2 percent last week as stocks ended the first quarter on a strong note.
Learn about uncommon money hacks super savers are using to reach their goals of retiring early.
cnbc.com Some Americans ages 45 and up are managing to save $1 out of every $5 — and retiring earlier. Here's what they're doing differently from the average investor.
It can pay — literally — to know the Social Security rules.
ameriprise.com Social Security rules can be complex and confusing. Make sure you know the benefits you’re entitled to receive.
Ameriprise Research: The yield curve inverted, now what? Inversions can indicate trouble ahead, but not every inversion is followed by a recession. There are risks to consider, but we believe investors should take a cautious yet optimistic view of unfolding conditions.
Outlooks remain optimistic despite renewed concerns of slowing global growth. Our chief strategist David Joy explains.
newsroom.ameriprise.com A report of weaker than expected manufacturing activity within the Eurozone, especially in Germany, sent European markets downward.
Many older Americans are seeking lower costs, better weather and adventure in retirement. Learn what you need to know about managing your finances if you plan on retiring outside the U.S.
money.usnews.com Carefully weigh the move to expatriate status, with special attention to banking and investments.
Spring is a time of renewal, growth and possibilities — an ideal time to take a fresh look at your financial goals and how to achieve them. Let’s set up time to meet.
Saving more for retirement in a tax-deferred account can help lower your tax bill. Talk with your tax advisor and then let’s discuss how this might work for you.
businessinsider.com You might ask yourself,"What can I deduct on my taxes?" You have a lot of options, and now is the time to lower your tax bill next year.
Want to sweeten your financial life? Let’s talk about how to prioritize all the pieces of the pie to achieve your goals. #piday
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