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

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
32
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, 2008-2020
  • Ameriprise Hall of Fame, 2018
  • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022

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.