Advisor profile

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

  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education


  • APMA® Accredited Portfolio Management Advisor℠


  • Elon University, Bachelors of Science in Finance, 2017


Golf, fishing, boating, tennis, & movies

Community participation

Juvenile Diabetes Research Foundation -