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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Securities Series 7 and 66, Life, Health, Variable Annuity and LTC

Education

  • B.A. The College of William & Mary 1980
  • M.B.A. Wake Forest University 1985

Interests

  • Building an outdoor kitchen
  • Music and Entertainment
  • Skiing
  • William & Mary Football (GoTRIBE!)
  • Wrestling

Community participation

  • Member of River City Blues Society
  • Member of Central Virginia Blues Society
  • Volunteer Head Coach, JMU Club Wrestling

Awards & recognition

  • Butterworth, Gibson & Associates, Ameriprise Client Experience Award, 2021

Professional associations

  • Greater Richmond Chamber

Previous experience

  • Associate Professor, University of Richmond, 2003-2004
  • Director of Marketing, ICPM, 1995-2003
  • Instructor, College of Business, James Madison University, 1994-2003
  • Instructor, Longwood University, 1988-1991

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.