Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

Love playing golf in my free time.

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.

Previous experience

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