19

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.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

More...

Interests

  • I love playing, or more precisely - learning to play guitar.
  • I have two great children, Ben and Haley.
  • I am a big fan of college football and the UT Volunteers.
  • My wife and I have been very involved in our community.

Community Participation

  • Downtown Kingsport Optimist Club
  • Kingsport Area Chamber of Commerce

Areas of Focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Experience

Qualifications

  • Registered Representative having completed FINRA Series 7, 31, 63 and 65 examinations
  • Registered Principal having completed the FINRA Series 8 and 24 examinations
  • Licensed insurance agent for life, accident/health, variable contracts/annuities
  • Licensed insurance agent for states of TN, VA, NC, MN and FL.
View Definitions

Education

  • Juris Doctorate, Mercer University, 1986
  • B.S. in Business Administration (with honors), University of Tennessee, 1983

Professional Associations

  • Tri Cities Estate Planning Council
  • Tennessee Bar Association
  • Kingsport Bar Association