Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, Biology, Bridgewater College '03, Bridgewater, Virginia

Interests

  • Hiking and camping
  • Professional Washington DC sports teams
  • Cooking/trying new recipes

Community participation

I currently volunteer as a Sunday School teacher at Barren Ridge Church of the Brethren and also serve as a deacon for the church. On Monday nights I spend time as a Den Leader for my son's Cub Scout Pack.

Professional associations

  • Greater Augusta Regional Chamber of Commerce
  • Aging in Place Roundtable