Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
40
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