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

  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Family Finances
  • Domestic Partner Planning
  • Insurance
  • Estate Planning Strategies
  • Retirement Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Registered Representative having completed FINRA Series 7, 31, 63 and 65 examinations
  • Registered Principal having completed the FINRA Series 8 and 24 examinations
  • Licensed insurance agent for life, accident/health, variable contracts/annuities
  • Licensed insurance agent for states of TN, VA, NC, and FL.

Education

  • Juris Doctorate, Mercer University, 1986
  • B.S. in Business Administration (with honors), University of Tennessee, 1983

Interests

  • I love playing, or more precisely - learning to play guitar.
  • I have two great children, Ben and Haley.
  • I am a big fan of college football and the UT Volunteers.
  • My wife and I have been very involved in our community.

Community participation

  • Downtown Kingsport Optimist Club
  • Kingsport Area Chamber of Commerce

Awards & recognition

  • RiverSource Protect. Grow. Give.® award winner, 2012

Professional associations

  • Tri Cities Estate Planning Council
  • Tennessee Bar Association
  • Kingsport Bar Association