Advisor profile

My approach

I specialize in assisting families transitioning through the seasons of life. Such moments come to all of us as career change, death or divorce, caring for a loved one, retirement, starting, growing or selling a family business or farm. A Chief Financial Officer, or CFO, does not create the vision of a company or family rather they are entrusted with the responsibility to execute that vision with all that entails.

This vision of a financial future is different for each client. For one family, it means the sale of a family-owned business, or diversification into alternative investments. For another family, the most important endeavor is to develop a long-term charitable gifting program. And for yet another it may be creating a distribution plan at retirement, a risk management plan for a doctor, or an estate plan for a widow.

Each of these visions must be uniquely tailored to each client’s needs –and as your financial advisor, I can help your family’s CFO with your vision and creating a plan to pursue your goals. My clients look to me to help them execute their vision. My years of service are important – but I’m most proud of the fact that I have risen to the challenge of helping my clients accomplish these unique, desired visions for their families.

How may I serve you?

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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Investments


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®
  • Series 65, 63, 31, 7, 6 Series 53, 4, 24 Life & Health Variable Products

Awards & recognition

  • Ameriprise Circle of Success, 2019-2022

Professional associations

  • Kingdom Advisors
  • Financial Services Institute (FSI)
  • International Association Registered Financial Consultants

Community participation

National Day of Prayer | Georgia State Team Member

New Providence Baptist Church

Promise Keepers

Exodus House (Homeless Ministry Volunteer)

Atlanta Billy Graham Crusade (Volunteer)

International Micro-Enterprise Development (Coach)


My passion is to serve others. The Lord has blessed me with gifts of relationships, analytical mind, empathy, intuition and vision. My experiences and continuing education over the last 40 years in business and non-profits has allowed me to develop the skills of planning & strategizing.

Away from the office my wife and I enjoy time at our farm in middle Georgia. We are avid gardeners & hobby beekeepers. When we are not outdoors, I enjoy writing and my wife Rachel enjoys painting.

We are blessed with one grandchild who lives with our son and daughter-in-law in Maine.

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.