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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Registered Principal (Series 24)
  • Registered Representative (Series 7)
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Registered Investment Advisor (Series 66)
  • Licensed Accident, Sickness, Life & Variable Product agent

Education

  • Valdosta State, 2000, BS in English

Interests

  • I enjoy spending time traveling with my wife, Angela
  • My hobbies include the outdoors, classic cars and reading
  • Free time is spent with my two daughters, Sara & Allison

Community participation

Leadership Shelby County

Awards & recognition

  • Ameriprise Exceptional Client Service Award, 2007 and 2009
  • Ameriprise Circle of Success, 2008

Professional associations

  • Leadership Shelby County participant