Advisor profile


My approach

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. I work with my client’s attorneys and CPAs to help bring clarity and comfort by guiding them — and their families — through the process. My clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. I can help ensure they leave the legacy they want.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
25
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℠
  • Bachelor of Science Degree

Education

  • BS, Finance, Virginia Polytechnic Institute & State University, Blacksburg, VA

Interests

  • Spending time with my wife, Katherine, my son, Andrew, and my daughter, Hannah
  • Church, golf, soccer, boating, serving in the community
  • Snow skiing and automobiles

Community participation

I am a supporter of Raleigh Rescue Mission, the Red Cross, Multiple Sclerosis Association of America and Feeding America. In addition, our office supports the Food Bank of Central and Eastern North Carolina.

Awards & recognition

  • Ameriprise Circle of Success, 2010-2019
  • Ameriprise Mecury Award, 1996