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

Areas of focus

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


  • Series: 65, 63, 000, 1


  • B.S. Finance, University of Georgia, Athens GA

Previous experience

  • Fianancial Advisor, Wells Fargo, Atlanta, GA, 2003-2021
  • Financial Advisor, Prudential Securities Inc. Atlanta, GA, 2003-2003
  • Broker, Loeb Partners, Atlanta, GA, 1978-1979
  • Broker, Loeb Rhoades & Co. Inc. Atlanta, GA, 1977-1978
  • Broker, Shearson, Hammill & Co. Inc. Atlanta, GA, 1972-1974

Community participation

Since 2010, the Ameriprise National Day of Service has brought advisors, clients and employees together to help end hunger in our communities. Did you know that hunger exists in every county in every state in the United States? In fact, according to the USDA, more than 38 million people, including 12 million children, in the U.S. struggle with hunger.


Outside of being a Financial Advisor, I enjoy being a part-time magician. In the past, I belonged to two magic clubs with one of the clubs being sponsored by David Copperfield. I also enjoy raising bonsai trees in my spare time.