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

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • MBA, Oklahoma State University 1983
  • BS-Mathematics, Oklahoma State University 1979

Interests

I enjoy playing tennis and golf, interesting food and wine events, and fun times/travels with my wife and friends.

Community participation

  • Johns Creek resident since 1994
  • Northpoint Community Church member
  • Atlanta Lawn Tennis Association (ALTA) member since 1994

Awards & recognition

  • Five Star Wealth Manager, 2013-2017

Professional associations

  • Kingdom Advisors