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.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Western Kentucky University, B.S., Financial Planning, 1991, Bowling Green, KY

Awards & recognition

  • Ameriprise Client Experience Award, 2021 - 2023

Community participation

  • Agathos Classical School, board member, Columbia, TN
  • Agathos High School Girls' Basketball Coach
  • Member of Pleasant Heights Baptist Church, Columbia, TN

Interests

  • Spending time with my wife and two children
  • Basketball
  • University of Kentucky Wildcats