Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving
  • Investments
  • Saving for Education
  • Small Business
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • MBA - Clemson University 1998

Awards & recognition

  • Five Star Wealth Manager, 2015, 2021, 2022
  • Ameriprise Circle of Success, 2022- 2023

Community participation

  • Rise Against Hunger - Co Chairman
  • Preschool Board at St. Giles - Chairman
  • Annual Pumpkin Patch Fundraiser - Chairman
  • St. Giles Endowment Fund - Committee Member and Fund Advisor
  • St. Giles Church - Elder
  • St. Giles Mission Board - Current Member and Past Chairman
  • Interfaith Hospitality Network – Volunteer and Past Chairman
  • Habitat for Humanity - Local Chapter Volunteer and Past Chairman
  • United Way - Member and Past Loaned Executive

Interests

I really enjoy cooking Italian food and entertaining friends and family. I am married to my beautiful wife Jamie and father to six beautiful and energetic children. Did I mention energetic? Volunteerism is important to me and my community participation shows my family the important value of being a part of something bigger than yourself. I also share a deep connection with my church family.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.