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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
24
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

  • B.S. Business Administration, Minor in Economics & Philosophy
  • Roger Williams University, Bristol, RI

Interests

Spending time with family and friends exploring all the fun things to do in Atlanta or traveling together around this great country we are blessed to live in. Stephanie and I enjoy dinning out at new restaurants in the Buckhead area whenever we get a chance. I also enjoy playing a round of golf now and then at Heritage Golf in Tucker or one of the great course of Stone Mountain. As an Eagle Scout I developed a passion for the outdoors at an early age, so you'll likely find me doing something outdoors no matter what time of year. My wife and I also volunteer for great organizations like Children's Legacy Advisors, KidsGA, and more.

Community participation

    My wife and I stay very active in the community and volunteer often throughout the year. I've served as the President of the Henderson Middle School Foundation, Board Member for the Henderson Elementary Foundation, The Robert Chambliss Foundation, and more. I'm currently a member of the National Eagle Scout Association Atlanta Chapter, the Children's Legacy Advisors Program, KidsGA Atlanta Chapter, Twinlakes Swim & Tennis and several other great local organizations.

Awards & recognition

  • Five Star Wealth Manager, 2012-2016