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

  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
9
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

  • MBA (financial), Jones International University (Summa Cum Laude), 2007
  • BA, University of Memphis, 1989

Interests

  • Family
  • Golf
  • Hiking and camping
  • Reading
  • Running
  • Fishing

Community participation

  • Rotary Club of Olive Branch (Past President)
  • Juvenile Diabetes Research Foundation (Executive Committee, One Walk)
  • Habitat for Humanity (volunteer)
  • Rotarian of the Year (2012-2013)
  • Rotarian of the Year (2013-2014)
  • Paul Harris Fellow (Rotary International, 2017)

Previous experience

  • Financial Advisor, Waddell & Reed, Inc., 6yrs, 7mos
  • Sales Manager/Trainer/Marketing Manager, Sanofi-Aventis, 10yrs
  • Large Group Benefits Consultant, BlueCross BlueShield of Tennessee, 5yrs
  • Officer, United States Marine Corps, 5yrs