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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 66, Life & Health (Group 1)

Education

  • Hampton University
  • Rice University
  • College for Financial Planning

Awards & recognition

  • Ameriprise Circle of Success, 2013-2017, 2019-2021
  • Reveal Wealth Strategies, Ameriprise Client Experience Award, 2020-2021
  • Five Star Wealth Manager, 2013-2021
  • Ultimate Digital Excellence Award, 2021
  • NAIFA Quality Award - Financial Advising and Investments, 2016

Community participation

Interests

Spending time with my family

Church

Mentoring youth

Traveling and Playing Golf

Learning and growing personally and spiritually

Recruiting for my Alumni Association

Giving seminars on financial empowerment to youth and adults

Going to plays and movies

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.