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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Saving for Education
  • Charitable Giving
19
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®

Education

  • BBA - University of New Mexico - Robert O. Anderson School of Management

Interests

  • I fly-fish in Western North Carolina every chance I get.
  • I enjoy playing golf twice a week.
  • I enjoy dancing with the Steppin' Out Shag Club.
  • I enjoy scuba diving occasionally.

Community participation

I am the former President of the Western Rockingham Civitans.

I sponsor and help organize charity golf tournaments every summer.

I am the former President of the McMichael High School Athletic Booster Club.

I am the former Secretary of the Downtown Madison Merchants Association.

I am the former Treasurer of the Steppin' Out Shag Club.

Professional associations

  • Financial Planning Association