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

  • Investments
  • Retirement Planning Strategies
30
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

Education

  • College of William and Mary, BBA, 1992

Interests

I have three children. My oldest attends Randolph Macon and my two youngest attend Henrico County schools.

As an avocation, I am a semi-professional close up magician. I have performed close up magic at private parties, invitation only performances, for rock stars and the former governor of Virginia.

Community participation

As the donor advisor to the Jessica Beath Foundation, a donor advised fund of Impact Assets Inc, I helped local charities raise over $200,000 in matching gift funds over the last two years for purposes such as animal rescue and giving a hand up, not a hand out, to those of us who are less fortunate.

Awards & recognition

  • Five Star Wealth Manager, 2012-2014
  • Ameriprise Circle of Success, 2013

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.