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.

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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Insurance
  • Cash Flow Management Strategies




  • B.S.B.A, 1997, Finance, Banking, Appalachian State University, Boone, NC

Community participation

We partner with Back Beginnings in June and November for National Day of Service where we sort nearly 3,000 pounds of food to help children in need. We always have a great number of clients join us, and would love to have you serve the community with us.

Check back regularly for updates.


  • Spending time with family and friends
  • Watching and participating in sports
  • Boating and water activities
  • Lawn care and gardening
  • Live music

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.