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 Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investment Management
  • Investments
  • Charitable Giving
  • Saving for Education
28
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
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Science, Business Education, Appalachian State University, Boone, NC

Interests

  • Fishing
  • Cooking
  • Traveling
  • Live Music
  • Sports

Community participation

  • I enjoy mentoring those younger than myself, because I believe the combination of our younger generations' talents and skills with their successors' knowledge and power can create an educated Tomorrow.