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
22
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®

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.
  • Since June 2009, I have also been honored to be included on the Board of Directors at the Childrens Restoration Network (CRN) in Atlanta which strives to improve the lives of homeless children by providing tutoring and supplies to Metro Atlanta homeless shelters.

Community participation

  • Donor Athletics Department University Of Georgia
  • Children's Restoration Network (CRN)- Board of Directors

Awards & recognition

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