Advisor profile


My approach

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.

Areas of focus

  • Investments
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Charitable Giving
  • Business Retirement Plans
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Virginia Commonwealth University - Bachelors in Finance and concentration in Financial Planning
  • John Tyler Community College - Associates degree in Business Administration

Interests

Creating things with my hands is great relaxation tool for me; through woodworking I get to zone out and build. Over the years I've entered and won several woodcarving competitions, as well as built a small business creating custom dart cabinets.

When I'm not in the shop building or hanging out with family, I really enjoy long range shooting--it's good "group" therapy.

As I grow professionally too, I also realize time with my little boys is so very important, Owen is now 4 and Jack is 2, and Cara is 3 months.

Community participation

There are so many good causes out there. I'm an active member at my church, Christian Life in Chester VA, and occasionally I volunteer at Habitat for Humanity to serve those who need a home.

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.