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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • West Virginia State Univesity BA, Accounting 2000-2005

Interests

I’m very involved with my local church, Beacon Hill Missionary Baptist Church, in Herndon, Virginia.

I love to play sports. I play basketball a few times a week with friends in the neighborhood at our local gym.

True joy comes from my family. I enjoy spending time with my wife, our three children, and our large extended family.

San Antonio is my hometown, and I love to visit family there as well.

Community participation