Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
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™
  • 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

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 (18), Harrison (15), and Owen (12)
  • 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.