Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63 & 65 Securities licensed
  • Series 31 Managed Futures licensed
  • Series 9/10 General Securities Sales Supervisor licensed
  • Life, Accident & Health licensed
  • Variable Annuity licensed
  • Property & Casualty licensed

Education

  • B.A. in Business Administration at Shorter College, Rome , GA

Interests

I enjoy spending time with my family and playing golf.

Community participation

Member and active participant for Saint Anne's Catholic Church in Roswell, GA.

Previous experience

  • Drexel Burnham Lambert Incorporated, 1981-1984
  • Raymond James & Associates, Inc., 1984-2002
  • Raymond James Financial Services, Inc., 2002-2010
  • Oppenheimer & Co., Inc., 2010-2013