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

Areas of focus

  • Small Business
  • Retirement Income Strategies
  • Investments
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving
  • Retirement Planning Strategies
  • Retirement Plan Distribution




  • B.A. in Economics at The University of Georgia

Awards & recognition

  • Five Star Wealth Manager, 2013-2016, 2019 -2022
  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2020-2022

Honored to receive recognition

All of us at Iron Oaks Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Iron Oaks Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Member of my church in helping feed the congregation.
  • Vice President of Dresden East Civil Association
  • Volunteer with Ahimsa House, a non-profit that is dedicated to addressing the link between domestic violence and animal cruelty.
  • UGA Mentor Program


  • Sports - especially golf, football, and fishing
  • Spending time with my family
  • Being active in the community and volunteering, especially helping others in need.
  • Animals
  • Religious Activities
  • Traveling

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.