Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Bachelor of Science, Concentration in Finance, University of Richmond, VA

Interests

  • I enjoy spending time with my growing family and coaching youth sports.
  • I love to travel, read books, fine dining and having fun.
  • I play golf, enjoy camping and other outdoor activities.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2016, 2017, 2018