Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree, Business Administration, Faulkner University, Montgomery, Alabama

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • PNC, 2013--2015
  • Wells Fargo Advisors, 2015-2021

Community participation

Since 2010, the Ameriprise National Day of Service has brought advisors, clients and employees together to help end hunger in our communities. Did you know that hunger exists in every county in every state in the United States? In fact, according to the USDA, more than 38 million people, including 12 million children, in the U.S. struggle with hunger.

Interests

Love playing golf in my free time.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.