Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.B.A. Finance-University of Arkansas at Little Rock 1993

Interests

  • Spending time at Lake Ouachita with friends and family.
  • Playing golf for fun and charity tournaments
  • Enjoying Arkansas Razorback sporting events

Community participation

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2014-2022 #1 in Arkansas 2014, 2022
  • Forbes Best-in-State Wealth Advisors, 2018, 2020-2022
  • Barron’s Top 1,000 Financial Advisors, 2009-2013 #1 in Arkansas 2011-2013
  • Ameriprise Chairman's Advisory Council, 2006-2022
  • Ameriprise Circle of Success, 2001-2016
  • Ameriprise Diamond Ring Club, 2009
  • Ameriprise Hall of Fame, 2015

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.