My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Being a former football letterman at Appalachian Sate University, I have a keen interest in all sports, most specifically ASU football. I also participate in several charity Blue marlin tounaments each year on the NC coast. I believe that one must maintain physical sharpness and work on maintaining fitness at the local YMCA on a daily basis. My family and two dogs, Max and Jeezie, love to spend our weekends in the high country, outside of Blowing Rock during the weekends.

Community Participation

Member Hickory Rotary Club

Board member ASU Former Athletes Assoc.

37
Years of Experience ?

Areas of Focus

  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2007

Education

  • Appalachian State University BSBA 1981