Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
10
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