My Approach

I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control on the road to financial freedom.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

- I enjoy spending time at the beach and all that the Grand Strand area has to offer.

- I also enjoy sports(especially football and baseball), traveling and it seems like never ending yardwork.

- Avid gym and fitness enthusiast.

Community Participation

- Member of Grand Strand Humane Society

The Grand Strand Humane Society is committed to the care and humane treatment of all homeless and abandoned animals in the Myrtle Beach area. They provide educational and medical services as well as facilitate the adoption of animals.

- Member of Surfrider Foundation

The local chapter serves from Little River to Pawleys Island and works to keep our local beaches and waves clean, educate the public and protect beach access.

- Contributor to Supportourtroops.org

Support our Troops provides morale and well-being to the troops and their families.

- Past assistant football coach for a church youth league

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
  • Executive Compensation and Benefit Strategies

Experience

22
100 View scores
 
 
 

Awards & Recognition

  • Ameriprise Client Satisfaction Score,(Top Score)1, 2011
  • Ameriprise Client Satisfaction Score,(Top Score)2, 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • AAMS®  Accredited Asset Management SpecialistSM
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Files for Download

My Videos

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My Photos Show Thumbnails

Church youth league assistant football coach.

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.