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

Areas of focus

  • Employee Stock Options
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies


  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CEPA® Certified Exit Planning Advisor®


  • University of Georgia- B.S. in Finance 1998

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2019-2020
  • Forbes Best-in-State Wealth Advisors, 2020-2021
  • Financial Times 400 Top Financial Advisers, 2017
  • Five Star Wealth Manager, 2013

Previous experience

  • American Express Financial Advisors- District Manager, September 2000-May 2002
  • American Express Financial Advisors- Field Vice President, May 2002-July 2005

Community participation

  • Donor Athletics Department University Of Georgia


  • As a graduate of the UGA, I enjoy cheering on the Bulldogs football team as they take on SEC rivals as well as contributing to the future of my alma mater by donating to the UGA Athletic Department.
  • I also strive to be involved in my children's lives by helping coach my son's T-Ball team and treating one of my daughters to a Father-Daughter breakfast every Friday morning.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.