Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • AIF® Accredited Investment Fiduciary

Education

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

Interests

  • 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.

Community participation

  • Donor Athletics Department University Of Georgia

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

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.