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

  • Retirement Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 63 & 65, and Life and Health Insurance

Education

  • B.S. Winthrop University

Interests

High school and college sports have taught me invaluable lessons that continue to shape my approach in life. Baseball afforded me a scholarship to play for Winthrop University where I met my wife, Audra. Outside the office you can find me at a sporting event as spectator or coach. Our son plays baseball for West Florence High School and basketball for our church. Our daughter runs cross country and is a middle school cheerleader. I enjoy coaching for recreational leagues and a travel baseball team.

Community participation

  • Travel ball/Showcase Baseball Coach
  • Church League Basketball Coach
  • Hartsville Kiwanis Club since 2010
  • Greater Hartsville Chamber of Commerce Board Member
  • Central United Methodist Church Digging Deeper Volunteer

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2001 - 2010
  • Financial Advisor, Investment Professionals Inc., 2010 - 2018