Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. Economics, Wake Forest University, Winston-Salem, NC

Interests

Enjoy golf, reading, travel, all sports and current events.

Community participation

  • Catholic Charities Financial Stability Network Volunteer

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2021
  • Five Star Wealth Manager, 2012, 2015-2020
  • Ameriprise Circle of Success, 2010-2020
  • Ameriprise Diamond Ring Club, 2008

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named on the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire team. This achievement would not have been possible without you.

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.