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

  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
13
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

Education

  • BBA, Management, Valdosta State University, Valdosta, GA

Interests

Whether it is in the morning before coming to the office, or when I get home from work, my favorite time of the day is hanging out with my wife (Heather) and daughter (Isla). We also recently added a new baby girl to the family, Aubrey! No job is more important than being Dad!

I enjoy following the Braves, Falcons, and getting together with friends and family to watch college football on the weekends.

Reading books and YouTube videos are my keys to learning something new, which is always a focus of mine.

Finally, I put way too much time and effort in to fantasy baseball and fantasy football!

Community participation

  • Ameriprise National Day of Service, 2016-2020
  • www.ameriprise.com/communityrelations

Previous experience

  • CERTIFIED FINANCIAL PLANNER™, Financial Network Associates, Atlanta, GA, 2013-2016
  • Financial Planner, MassMutual, Atlanta, GA, 2008-2013

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.