Chairman, Board of Regents at Leadership Prince William, Immediate Past President, Member at Rotary Club of Lake Ridge, Vice President at Prince William Library Foundation, Managing Director, Whitlock Wealth Management at Ameriprise Financial
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work:
Leadership Prince William - Prince William, Virginia since Jun 2011
Chairman, Board of Regents
Rotary Club of Lake Ridge - Lake Ridge, Virginia since Jun 2011
Immediate Past President, Member
Prince William Library Foundation - Prince William, Virginia since Jun 2011
Vice President
Ameriprise Financial - Lake Ridge, Virginia since Sep 1994
Managing Director, Whitlock Wealth Management
Education:
Elon University 1982 - 1986
Economics, Business
Skills:
Retirement Planning Asset Allocation Estate Planning Income Tax Small Business 401k Rollovers Income for Life
Interests:
Football, Soccer Fan, Running
Honor & Awards:
Prince William Regional Chamber of Commerce 2009 Medium Business of the Year
Certifications:
Chartered Retirement Planning CounselorSM, College for Financial Planning
Prince William, VirginiaSenior Financial Advisor at Ameriprise Financial I have been helping families achieve their financial goals for over 15 years. I have put together a team of top notch financial professionals to help you ... I have been helping families achieve their financial goals for over 15 years. I have put together a team of top notch financial professionals to help you - whether you have a young family just putting your first budget togther and starting a college savings plan, or a sucessful executive preparing...