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.

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

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances

Education

  • Bachelor of Science in Journalism, Northern Arizona University, 1994

Previous experience

  • Ameriprise-Confident Life Wealth Management, Financial Planning Assistant, 2020-2023
  • The Augusta Chronicle, Business Editor, 2014-2020

Community participation

Cancer fighter Brayden, 4, and mom love his custom dinosaur quilt from Cancer Support Services.
Cancer fighter Brayden, 4, and mom love his custom dinosaur quilt from Cancer Support Services.

I'm proud to serve as a board member for Cancer Support Services, which provides financial, emotional, and spiritual support to patients and families seeking world-class oncology treatment at Augusta-area healthcare facilities.

Interests

I enjoy taking in all the wonderful things the Augusta-Aiken metro area has to offer with my wife, Erica, and my adult sons, Alex and Lukas.

When we feel the need to escape city life, we love the seclusion of our small vacation cabin in the mountains of Western North Carolina. My wife and I also enjoy taking international travel excursions at every opportunity we get.

And in my "free" time, I can often be found tinkering with something around the house or checking the water level of my 75-gallon tropical aquarium.

My photos

5 albums
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