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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Investments
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelor of Arts degree- Political Science, Duke University, Durham, NC - Magna Cum Laude

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2014-2021
  • Financial Times 401 Top Retirement Advisers, 2016-2017

Community participation

  • Branham Sports Boosters volunteer
  • American Red Cross volunteer

Interests

  • Spending time with my wife, Tricia, and being an active, involved father to my two sons (ages 15 and 17)
  • "sports chauffeur" for the boys
  • Japanese Language and Culture
  • Duke Blue Devil Basketball
  • Travel

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.