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
  • 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
18
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℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Registered Representative, series 7 and 66 licensed.
  • Licensed for Life & Variable Life and Annuity products, and Accident & Health

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.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company*and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Military Friendly®

Awards & recognition

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

Previous experience

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

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.