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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Qualifications

  • Securities Licenses 7 and 66, Life, Health, Variable Annuity and LTC

Education

  • BA - Accounting, University of Louisiana - Monroe, Louisiana

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, and 2015

Previous experience

  • Ameriprise Financial Services, Inc., Financial Advisor, since 2000
  • J.L. Culpepper, Inc., Compptroller, 1994 to 2000

Community participation

Interests

I like to spend quality time with friends and family. My favorite hobby is playing golf. I especially enjoy playing some of our local Richmond, VA courses. In addition to that, I enjoy taking my family to Williamsburg, VA to explore and learn about our history as a nation.