Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Appalachian State University BSBA 1981

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.

Awards & recognition

  • Ameriprise Circle of Success, 2007