Advisor profile


My approach

It is an absolute honor to be in the financial planning profession. My clients put their trust in me to help them make good financial decisions, avoid costly mistakes, and make complicated financial matters a little easier to understand and handle.

I primarily work with individuals, families, and businesses in and around the Atlanta area, but based on licenses and registrations I hold, I may also conduct business in several other states. My team and I use a comprehensive approach to financial planning, so we do not have account minimums like many practices that may provide only transactional investment services. If you have been looking for a team that you can have a long-term financial planning relationship with, give us the opportunity to share our story with you.

Though I can help with much more, I specialize in these three primary areas of focus:
• Individual financial planning
• Retirement plans review and analysis (401k, 403b, etc.)
• Executive compensation and benefit strategies and business retirement plans

At Ameriprise, we use a six-step financial planning process. Although the process is the same with everyone, the strategies and advice are customized and personalized to every client’s needs and goals.

We can also coordinate with our client’s other financial professionals such as CPAs, attorneys, and independent insurance agents to help ensure that our client’s plans are comprehensive and up to date.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
12
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
  • CLU® Chartered Life Underwriter®

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, 2016-2019
  • www.ameriprise.com/communityrelations

Previous experience

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

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.