Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC - Chartered Retirement Planning Counselor

Education

  • University of Arkansas, Bachelors in Business, 1992-1996

Interests

  • I thoroughly enjoy spending time with my family.
  • coaching, playing sports, fishing, & spending time outdoors
  • volunteering

Community participation

  • Leadership Greater Little Rock - Class XXV Participant
  • Museum of Discovery Dino Dash Committee Member
  • Member of Pulaski Heights United Methodist Church and Journey Sunday School Class
  • Interfaith Hospitality Network and PHUMC Food PantryVolunteer
  • Chamber of Commerce and Create Little Rock Member
  • Jefferson Elementary PTA Volunteer
  • Coach Baseball at Junior Deputy and Football at Life Champs
  • Coach Basketball at Calvary Baptist and Penick Boys' Club

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020, 2022
  • Ameriprise Circle of Success, 2016-2021

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.