Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances


  • APMA™ Accredited Portfolio Management Advisor™


  • BA Business Economics & Accounting from Randolph-Macon College in 1999

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • King, Baughman & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Ameriprise Chairman's Advisory Council, 2019-2022
  • Ameriprise Circle of Success, 2011, 2013-2017-2021
  • King, Baughman & Associates, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • King, Baughman & Associates, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2012-2013, 2017, 2020-2023

Previous experience

  • Agent, Northwestern Mutual Life Insurance Co. Silver Spring, MD, 1999

Honored to receive recognition

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

Community participation

Medical Mission International (MMI)s misson is to provide short-term medical and surgical care to people in under served regions of the world who have limited access to medical service, particularly to women and children. Their current projects are based in rural El Salvador. MMI was inspired by the success of Dr. Roberto Arevalo Araujo and his group of physicians, nurses, and technicians, who comprise Medical Mission of Mercy (MMM) and who have been visiting El Salvador since the signing of the peace accords in 1992. MMM received a Nobel Peace Prize nomination in 2001. MMI was founded by David V. King, a business man and philanthropist.


NFL Football (Washington Commanders), NHL Hockey (Washington Capitals), Golf, Volleyball, Woodworking, International Travel

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.