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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




  • B.S., Mathematics, 1990
  • University of Tennessee, Knoxville, TN


Life is very busy for me outside of my practice. My wife Rachel and two daughters Emmie and Belle keep me hopping. We live on a small horse farm where we enjoy entertaining, caring for our animals and growing vegetables. We love escaping to the lake or mountains when time permits. Emmie attends Wake Forest University and Belle attends Samford University. Rachel and I are active with the University of Tennessee where we both graduated, and we are supporters of the Vols Teach program.

Community participation

University of Tennessee, College of Education Health and Human Sciences, Dean's Advisory Board

Habitat for Humanity, project leader, Knoxville, TN

Vols Teach, task force member, University of Tennessee

Volunteer Ministry Center, volunteer and event sponsor, Knoxville, TN

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Barron’s Top 1,200 Financial Advisors, 2014-2021
  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Ameriprise Circle of Success, 2000 to 2014
  • Financial Times 400 Top Financial Advisers, 2019-2020
  • Ameriprise Chairman's Advisory Council, 2005 to 2018

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.