Advisor profile


My approach

I help clients 'land one plane at a time'. I help them identify and prioritize the issues that they want to address, and then we focus on them one by one. I work to simplify the process and don't try to land the next plane until clients understand and are comfortable with the direction we are heading.

I focus on helping clients make decisions specific to their situation at every step in their financial journey.

I specialize in retirement feasibility studies, retirement income design, risk management strategies and portfolio design.

20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Arkansas - MS Management
  • Christian Brothers University - BS Economics and Finance

Awards & recognition

  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Five Star Wealth Manager, 2013-2023
  • GuidingPoint Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • GuidingPoint Financial Group, Ameriprise Client Experience Award, 2021-2022
  • Forbes Best-in-State Wealth Advisors, 2023
  • Ameriprise Circle of Success, 2022

Professional associations

  • Financial Planning Association of Greater Memphis

Investment Philosophy

Our job is to recommend strategies that are tailored to your goals and have the potential to put you on the road toward financial security. We know that the markets can occasionally experience some headwinds and turbulence, so we believe it’s important to have a plan that considers all your needs.

To help clients manage the concerns that often accompany market volatility, we generally take a somewhat conservative approach to risk management and asset allocation. In essence, because it is generally easier to maintain wealth than build it, we recommend you take on only as much risk as you need to have the potential to achieve your financial goals.

Disclosure: Asset allocation does not assure a profit or protect against loss in declining markets.

Community participation

  • I volunteer my time as a Reserve Deputy Sheriff, doing my part to help protect the community that I live in.
  • We sponsor and design a tree for the Enchanted Forest each year benefiting LeBonheur Children's Hospital.
  • We are an active sponsor of the Habitat for Humanity Exotic Car Show each year.

Interests

  • I enjoy traveling and exploring new places
  • I support my community by volunteering for the causes close to me
  • I am interested in all types of cars from classic to exotic
  • I am an avid college sports fan.

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.