Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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