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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies
  • Employee Stock Options
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • MPAS™ Master Planner Advanced Studies™
  • Master of Science in Financial Services degree from the College for Financial Planning
  • Chartered Retirement Planning Counselor designation from the College for Financial Planning

Education

  • California State University at Fullerton, B.A. Business Adminstration
  • College for Financial Planning, M.S. in Personal Financial Planning

Awards & recognition

  • Bishop Financial Partners, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Circle of Success, 2019-2022

Previous experience

  • United States Marine Corps, Corporal, 1990-1996

Community participation

  • Past President of the Rotary Club of Lake Norman Huntersville
  • Member, Marine Corps League Cabarrus Detachment
  • Toys for Tots Foundation of the US Marine Corps Reserve
  • Past Board Member at Wings of Eagles Ranch
  • Past Board Member at the Lake Norman Free Clinic

Interests

  • Vacationing at The Westin in St John, USVI & Litchfield Beach, SC
  • Member at The Cove Church in Mooresville
  • Giving back to various causes in and around Lake Norman, like Big Brothers Big Sisters; Wings of Eagles Ranch in Concord; The Rotary Club of Lake Norman Huntersville
  • Spending time my wife, Roberta
  • Being outdoors with my three kids, Jolie (21), Harrison (19), and Owen (15)
  • Attending various sporting events around Charlotte, including the Carolina Panthers; Charlotte Hornets; and Charlotte Knights
  • Visiting local craft beer companies like Blue Blaze Brewing in Charlotte

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.