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

  • Cash Flow Management Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts - Advertising and Public Relations in 2004 from the University of South Carolina
  • Master of Business Administration in 2012 from the University of South Carolina

Interests

I thoroughly enjoy spending time with my family, Emily John Thomas (3) and Adeline (3 months). We love entertaining friends at our home and walking to the many attractions of downtown Greenville. You will often see us running and cycling on the Swamp Rabbit Trail. We also love visiting with our family and friends in the Lowcountry and on Lake Murray.

Community participation

Meals on Wheels of Greenville - Board Member

Finance Committe for Cancer Survivors Park Alliance

Volunteer for Susan G. Komen for the Cure

United Way Young Philanthropists

Meals on Wheels of Greenville

SC Alzheimer's Association

St. Michael Lutheran Church

Greenville PULSE

Previous experience

  • Director of Marketing & Business Development at Canal Insurance Company, 2011 - 2014
  • Specialty Products Sales Manager at Nationwide Insurance, 2006 - 2010
  • Marketing Manager at U.S. Insurance Services, Inc., 2004 - 2006