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.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

  • Outdoor adventures with my wife, Laura, our daughter, Abbie (5), and our son, Jason (2)
  • Group fitness, running and sprint triathlons
  • Volunteer programs and events
  • Camping (I was an Eagle Scout and hope to introduce Abbie and Jason to scouting when they get older.)

Community Participation

Supporter: National MS Society - Bike MS

Supporter: Duke Children's Hospital

Supporter: Rex Hospital

Supporter: Habitat for Humanity

Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies

Experience

11
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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014
  • Ameriprise Circle of Success, 2007

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Business Financial Advisor
  • Series 7
  • Series 66
  • Life, Accident and Health
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Education

  • B.S., Business Administration, University of Richmond, Richmond, VA

My Videos

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My Photos Show Thumbnails

Family - Jason, Laura, Tony and Abbie

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.