Advisor profile


My approach

"For tomorrow belongs to the people who prepare for it today." ~ African Proverb

The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one's financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child's education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Economics, The Ohio State University (2006)

Awards & recognition

  • Blue Cardinal Wealth Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Registered Practice Associate, Ameriprise Financial, Charlotte, NC, 2017-2020
  • Registered Client Service Associate, Ameriprise Financial, Charlotte, NC, 2009-2017
  • Financial Advisor, Ameriprise Financial, Charlotte, NC, 2006-2008

Community participation

  • Friendship Trays
  • Second Harvest Food Bank of Metrolina

Interests

  • Spending time with family
  • Playing golf
  • Cooking
  • Volunteering
  • Traveling