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
19
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
  • Investment Management
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Registered Representative, series 7 and 66 licensed.
  • Licensed for Life & Variable Life and Annuity products, and Accident & Health

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021

Previous experience

  • U. S. Coast Guard, Retired Masterchief E-9, 1978 - 2003

Community participation

 - Community participation photo

Sarasota Branch National Day of Service 6.2.2022 All Faith's Food Bank in Sarasota 1200 Backpacks filled

Interests

  • Time with family especially around the holidays doing a lot of cooking in the kitchen.
  • Camping along Lake Lanier or occasionally in the more primitive sites in the Georgia mountains.
  • Golfing whenever possible on the courses around Alpharetta and Johns Creek.
  • Mountain Biking the on the trails at Big Creek Park in Roswell. The trails offer challenges for every experience level although I have avoided the rock garden.
  • Sailing is something I grew up doing, and am looking forward to getting back into someday.

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.