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 Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • BS Bryant University
  • MBA Bryant University


Family, golf, music

Community participation

Assisted the Atlanta Food Bank the last five years in distributing food.

Assist at the North Fulton Community Charities Resale Store.

Awards & recognition

  • Five Star Wealth Manager, 2013-2019

Previous experience

  • Associate Vice President Ameriprise Financial, 2014 - Present
  • Assistant Vice President Morgan Stanley, 2001-2014
  • Senior Financial Advisor Merrill Lynch, 1995-2001