Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®

Education

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

Awards & recognition

  • Forbes Best-in-State Financial Security Professionals, 2022
  • NAIFA Quality Award - Financial Advising and Investments, 2021
  • National Association of Insurance and Financial Advisors 4 Under 40, 2021

Previous experience

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

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Financial Security Professionals list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

Community participation

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

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 three daughters (Isla, Aubrey, and Elle). 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!

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.