Advisor profile

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  • Transfer funds, and much more
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Employee Stock Options
  • Tax Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution




  • Bachelor of Science, Agriculture, TN Technological University, Cookeville, TN, 1981

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2007, 2010, 2011, 2019

Professional associations

  • The Financial Planning Association

Community participation

    • The Mediation Center: Board Treasurer: 2005-12; Board President: 2012-14

    • Maury County Chamber of Commerce and Economic Alliance, Active Member
    • Williamson County Chamber of Commerce, Active Member
    • Lawrence County Chamber of Commerce, Active Member
    • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.
    • * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”


  • I enjoy playing golf with friends.
  • I love putting a fishing line in the "Gulf of Mexico".
  • I value learning and experiencing new things as well as understanding and appreciating the past.
  • I gain fulfillment through spending time with my family and watching my grandchildren grow and learn.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.