Advisor profile


What you can expect when you work with me

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.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

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

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.

Interests

  • I fly-fish in North Carolina and Virginia every chance I get
  • I enjoy playing golf
  • I enjoy shag dancing at Ocean Drive
  • I enjoy flying kites on the beach

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.