My Approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

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.

- Assistant baseball and football coach for a youth league.

Experience

? 24 ? 100 View scores
 
 
 

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

Awards & Recognition

  • Ameriprise Client Satisfaction Score,(Top Score)1, 2011
  • Ameriprise Client Satisfaction Score,(Top Score)2, 2013
  • Ameriprise Client Satisfaction Score, (Top Score), 2014

Qualifications

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

My Photos(3 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.

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