Advisor profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Saving for Education
  • Retirement Plan Distribution
  • Investment Management
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Intergenerational Planning

Qualifications

  • Series 7, Series 66

Education

  • B.S. in Business Administration - Auburn University
  • Juris Doctorate - University of Georgia School of Law

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021 - 2023

Community participation

The Giving Tree, Board of Directors (former member) - an Atlanta based non-profit organization whose mission is to identify and help adoptive families who will provide loving and stable homes for children from foster care and ensure support to families before, during and after the adoption process. During my tenure on the board, we successfully sought out a larger, more financially stable, and values consistent non-profit organization to merge with. I am now happy to say that The Giving Tree is now a part of the Atlanta based Chris Kids organization.

GOkickball Atlanta

Zoo Atlanta Member

Georgia Aquarium Member

Atlanta United Founding Member

Interests

Life has so many things to enjoy how can I possibly name them all? Here is a short list of things I enjoy - quality time with friends, craft beer, college football, traveling, gardening, sailing, golf, architecture, theatre, museums, economic theory, politics, movies, and enabling my clients to do the things they enjoy!

Most of all, I love my beautiful wife, Stephanie, our three daughters, Mirabel, Colette and Penelope, and our dog, Bree (dobermann).