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 Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Cash Flow Management Strategies


  • CPWA® Certified Private Wealth Advisor®


  • Florida State University - B.S. in Accounting and Finance 1995

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Juniper Private Wealth, Ameriprise Client Experience Award, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Georgia State University Robinson College of Business Honors Program Mentor

  • American Cancer Society
  • Atlanta Humane Society
  • Atlanta Seminole Club


Spokesperson for Cancer Awareness - After experiencing my wife Lisa's cancer battle, it is my mission to encourage everyone to get checked regularly and to live life to the fullest.

Brazilian Jiu Jitsu Black Belt.

Florida State Seminole Booster

Atlanta Falcons Season Ticket holder

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.