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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Ameriprise Platinum Financial Services® advisors are selected from among our most experienced, accomplished professionals. Each has received special training and has earned one or more professional designations, such as CFP® , ChFC or JD, in addition to having a track record that demonstrates an ability to offer quality advice. Platinum Financial Services advisors must possess strong leadership capabilities, yet also be able to function as an integral part of a financial advisory team, knowing when to draw on the experience and knowledge of specialists. Above all, they understand the expectations of our most affluent clients and are committed to meeting those expectations.

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Interests

  • Sports - especially golf and football
  • Being active in the community
  • Animals
  • Religious Activities

Community Participation

  • Board of Directors for Ahimsa House
  • Member of my church in helping feed the congregation.

Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution

Experience

Education

  • B.A. in Economics at The University of Georgia

My Photos Show Thumbnails

The Spirit of Lanier took us on our Sunset Cruise.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.