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
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Tennessee - B.S in Finance

Interests

My family is the most important thing to me. I have two daughters, Ashley being the oldest and Chloe being the youngest, and a son, Matt. My loving wife, Susan, and I have been together 25 years and we all enjoy spending time together. Some of our favorite things to do are:

- Going on motorcycle trips with my family and friends

- Documenting my families experiences through my passion of photography

- Volunteering my time at Chloe's horse shows and barn

- Working on our "dated" cars and Harleys with Matt

- Helping Ashley build and develop props for her various artistic interests

- Endlessly renovating our beautiful home with my wonderful Sue

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.