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

  • Estate Planning Strategies
  • Divorce Financial Planning
  • Small Business
  • Charitable Giving
  • Wealth Preservation Strategies
  • Employee Stock Options
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Business Administration- Economics, East Tennessee State University, 1994

Interests

My interests include:

- Travel with my wife and children

- Working with local non-profits to promote the revitalization of downtown Johnson City

- Sporting activities such as racquetball, skiing, hiking and sailing

Community participation

Professional associations

  • Institute for Divorce Financial Analysts
  • Financial Planning Association