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 Income Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • I am an Accredited Asset Management Specialist.
  • Series 4, 7, 9/10, 31, 63, 65 Licensed
  • Licensed Long Term Care Insurance Agent
  • Licensed Accident, Sickness, Life and Variable Products Agent

Education

  • Bachelor of Science, 1989, United States Military Academy at West Point, NY.

Interests

  • I am a Desert Storm Veteran and served in the 1st Inf. Div.
  • I have run 6 marathons and a double marathon in Virginia.
  • I am a member of Hebron Baptist Church in Dacula.
  • I enjoy camping, running and Pittsburgh Steelers Football.

Community participation

My wife and I support the following non-profit organizations:

  • Susan G. Komen Race for the Cure.
  • Alzheimer's Disease and Related Disorders Association
  • Feeding America
  • Global Impact
  • NAMI (National Association of Mental Illnesses) Gwinnett
  • North Gwinnett Co-Op Food Bank

Awards & recognition

  • Circle of Success, 2008, 2010, 2012, 2013
  • Five Star Wealth Manager, 2012, 2014-2016
  • H&R Block Financial Advisors Silver Elite Advisor, 2005-2008

Previous experience

  • United States Army, First Infantry Division, First Lieutenant, 1989-1992