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
14
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
  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFA® Certified Military Financial Advisor®

Education

  • Harding University - Bachelors of Business Administration in Accounting

Awards & recognition

  • Ameriprise Circle of Success, 2015,2016,2018,2020,2021

Community participation

  • Member of Sunshine Church of Christ

Interests

  • Spending time with my two children and my wife
  • Supporting my children in their activities
  • Exercising
  • Golf
  • Gardening
  • Following numerous college and professional sports teams
  • Enjoy working with people from various states within our great country (Ohio, Kentucky, West Virginia, Florida, Alabama, New Mexico, Missouri, New York, Colorado, Alaska, Georgia, North Carolina, Tennessee, and Texas)

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.