My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving Strategies
  • Insurance

Education

  • 1989, Bachelor of Science, The Ohio State University
  • 2008, Chartered Retirement Planning Counselor, College for Financial Planning

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2009, 2010, 2011

Professional associations

  • Financial Planning Association
  • Rotary Club of Okatie

Community participation

2013 Ameriprise National Day of Service benefitting Bluffton Self Help

2012 Ameriprise National Day of Service benefitting Bluffton Self Help

2011 Ameriprise National Day of Service benefitting Deep Well and Bluffton Self Help

CAPA - Child Abuse Prevention Association - Board Member

Rotary International

Hilton Head Island Chamber of Commerce

St. Francis By The Sea Catholic Church

Interests

  • I love to play golf, tennis and travel with my wife Lynette in my free time.
  • I have completed the New York City and the Marine Corp Marathons!
  • We have two office greeters Summer, a very friendly Golden Retriever and Skip, a gentle shepard mix. They are both rescues and at the office almost every day!

My photos

1 albums
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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.