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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Bryant University
  • MBA Bryant University

Interests

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