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
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investments
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science Degree, Berry College, Rome, GA
  • Major: Business Administration; Double Minor: Economics and Physical Education

Interests

Runner (completed 35 Peachtree Roadraces and Counting)

Community Service

Family and Friends

First Presbyterian Church

US Coin and Note Collector

Community participation

Certificate of Dedication award from Georgia Municipal Association, June 2018

  • Past President of Rome Rotary Club 2015-2016
  • Former Chairman of the Advisory Board for the Salvation Army
  • Past President of Rome Jaycees.

Awards & recognition

  • Premier Protection Award, RiverSource Life Insurance Company, 2013

Professional associations

  • Rotary International
  • Salvation Army