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
  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
29
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
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, Series 63, Series 65, Life & Health licenses

Education

  • B.S Business Administration, West Virginia University, 1985

Interests

  • Golf
  • Enjoy working out at the gym
  • Yardwork
  • Traveling
  • Enjoy time with family and the dog

Personal:

Married: Tracy

Children: Matthew and Eric

Pets: dogs, Entei and Fynn-Lee

Community participation

At OakHeart Financial Group, service is a core value.  We proudly volunteer in our community.
At OakHeart Financial Group, service is a core value. We proudly volunteer in our community.

While we still participate in the Salvation Army Angel Tree during the holidays, our main focus has been working with FeedMore, Central Virginia’s core hunger-relief organization dedicated to providing neighbors in need with healthy meals and hope for a better tomorrow. In 2019, working with our clients, we donated over 1600 pounds of food and donated over 130 hours of time in the warehouse.

Awards & recognition

  • OakHeart Financial Group, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 1997-2021
  • Five Star Wealth Manager, 2013 -2016

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.