Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • BS Business Administration, Concord University, Athens, West Virginia

Awards & recognition

  • Ameriprise Circle of Success, 2010
  • Ameriprise Client Satisfaction Score , 2013

Community participation

Attend Gospel Light Baptist Church, Walkertown, North Carolina

Interests

  • Big Band Music
  • Traveling
  • Fishing at the Outer Banks
  • Golfing
  • Singing
  • Gardening
  • Acoustic Guitar