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 Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CRPS® Chartered Retirement Plans Specialist℠
  • CFS® Certified Fund Specialist

Education

  • B.A. Business Management, Emory & Henry College, Emory, VA

Interests

I was born and raised in Raleigh, NC and graduated from Emory & Henry College in Southwest Virginia. In my first life I proudly served as an enlisted Marine and Officer of Marines. Since then I have transitioned to the private sector and view my role as an American and citizen of this great country to be as equally important. I enjoy spending time with my wonderful wife, Lynn and daughter Claire. We rarely leave Moose and Panda behind (our 2 dogs).

Community participation

  • American Legion Post #0055
  • Salem 289 Masonic Lodge

Previous experience

  • United States Marine Corps, 0302 Infantry Officer, 1986-1995
  • Wachovia Bank, Licensed Financial Specialist, Officer, 2004-2009
  • Wachovia Securities/Wells Fargo Advisors, Financial Advisor, 2009-2011
  • Morgan Stanley, Financial Advisor, 2011-2014
  • Jefferson Smurfit, Corrugated Packaging Sales Representative, 1995-2002