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My Approach

I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.

That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.

That's why now, more than ever, you need a plan.
 

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Interests

  • As a graduate of the University of Georgia, I enjoy cheering on the Bulldogs football team as they take on SEC rivals as well as contributing to the future of my alma mater by donating to the UGA Athletic Department.
  • I also strive to be involved in my children's lives by helping coach my son's T-Ball team and treating my daughter to a Father-Daughter breakfast every Friday morning.
  • Since June 2009, I have also been honored to be included on the Board of Directors at the Childrens Restoration Network (CRN) in Atlanta which strives to improve the lives of homeless children by providing tutoring and supplies to Metro Atlanta homeless shelters.

Community Participation

  • Donor Athletics Department University Of Georgia
  • Children's Restoration Network (CRN)- Board of Directors

Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Small Business
  • Retirement Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Diamond Ring Member, 2011

Education

  • University of Georgia- B.S. in Finance 1998

My Videos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.