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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • CRPS™ Chartered Retirement Plans Specialist™

Awards & recognition

  • Ameriprise Client Satisfaction Score,(Top Score), 2011
  • Ameriprise Client Satisfaction Score,(Top Score), 2013
  • Ameriprise Client Satisfaction Score, (Top Score), 2014

Community participation

- Member of Grand Strand Humane Society

The Grand Strand Humane Society is committed to the care and humane treatment of all homeless and abandoned animals in the Myrtle Beach area. They provide educational and medical services as well as facilitate the adoption of animals.

- Member of Surfrider Foundation

The local chapter serves from Little River to Pawleys Island and works to keep our local beaches and waves clean, educate the public and protect beach access.

- Contributor to

Support our Troops provides morale and well-being to the troops and their families.


- I enjoy spending time at the beach and all that the Grand Strand area has to offer.

- I also enjoy sports(especially football and baseball), traveling and it seems like never ending yardwork.

- Avid gym and fitness enthusiast.