Advisor profile

What you can expect when you work with me

My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Insurance
  • Charitable Giving
  • Cash Flow Management Strategies

Education

  • Auburn University: 2003 BA in Criminology/Criminal Justice

Awards & recognition

  • VisionaryWealth, Ameriprise Client Experience Award, 2020 - 2022

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

There are 3 passions in my life:

1. My Lord: We enjoy serving our church family and mentoring young people in their faith.

2. My Family: My wife Rachel and sons Jackson and Benjamin . We're enjoying the blessing of being parents and learning to shepherd our growing family!

3. My Clients: I love walking beside my clients to help them cement Purpose and Vision for their lives. It's satisfying for me to see plans turn into action, and ultimately see the fruit that comes from their diligence.

My photos

2 albums
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