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
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
16
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

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.