Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 65, Registered Investment Advisor
  • Series 63, Uniform State Law Examination
  • Series 31, Managed Futures Examination
  • Series 7, General Securities Representative Examination
  • Licensed insurance for life,accident/ health, variable contracts.

Education

  • 2012, The American College, CFP® Certification Curriculum
  • 1993, Clemson University, Clemson, SC, BSME, Mechanical Engineering

Interests

  • I love to spend time with my 4 children and wife anytime I can.
  • My Idea of exercise is water sking, snow sking,and jet sking
  • I enjoy boating/canoeing on the lake.

Community participation

  • Member of Indian Springs Baptist Church
  • Supports Providence Academy
  • Supports Gideons International
  • Supports Duke's Robert Tisch Brain Tumor Center
  • Supports Civitain International

Previous experience

  • Financial Advisor, Ameriprise Financial Services Inc., Kingsport, TN, 2001 - Present
  • Financial Advisor, Morgan Stanley, Johnson City, TN, 1999-2001
  • Plant Engineer, Eastman Chemical, Kingsport, TN, 1996-1999