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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
31
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
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts in Business Management - North Carolina State University

Interests

I enjoy spending time with my wife, Stormmie, and our children and grandchildren.

I like to run and swim and I enjoy literature and history.

Community participation

We continue to support local arts with annual donations including the North Carolina Museum of Art and Raleigh Little Theatre and local charities such as North Carolina Senior Games, STOMP the Monster North Carolina and American Diabetes Association Tour de Cure. In addition, we hosted our annual food drive to support the Food Bank of Central and Eastern North Carolina. Thank you to the support of our clients, we are pleased that we collected about 600 pounds of food which will supply about 620 meals.

Awards & recognition

  • Ameriprise Diamond Ring Club, 2004
  • Ameriprise Circle of Success, 2008-2018
  • Ameriprise Hall of Fame, 2018
  • Forbes Best-in-State Wealth Advisors, 2019, 2021

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.