Advisor profile

What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Intergenerational Planning
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 3, 7, 63, 65


  • Bachelor of Science, Finance, General - Florida State University 1968-1971


  • Cycling
  • Golfing
  • Fishing
  • Traveling

Community participation

  • The Dictionary Project
  • Haven House Services
  • Hearts Revived Ministries

Professional associations

  • Kiwanis Internal
  • Crabtree Kiwanis Club

Previous experience

  • Associate Vice President-Investment Officer, Wells Fargo Advisors, 2006-2016
  • Vice President-Financial Advisor, Legg Mason, 1995-2006
  • Financial Advisor, J.C. Bradford & Co, 1989-1995
  • Financial Advisor, Shearson Lehman-Hutton, 1987-1989
  • Financial Advisor, The Robinson-Humphrey Company, 1982-1987