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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Family Finances
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • B.S., Business Administration, University of Richmond, Richmond, VA

Interests

  • Outdoor adventures with my wife, Laura, our daughter, Abbie, and our son, Jason
  • Participation in the YMCA "Y Guides" program
  • Volunteer programs promoting children's health and welfare

Community participation

Supporter: Central & Eastern Food Bank of North Carolina

Supporter: Duke Children's Hospital

Supporter: Rex Hospital

Supporter: Habitat for Humanity