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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • East Tennessee State University, Bachelor of Business Administration, Finance

Awards & recognition

  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2021

Professional associations

  • Scott County Chamber of Commerce

In Partnership with United Cumberland Bank

As Ameriprise financial advisors, one of our missions is to support local institutions and businesses in our community. This is why we’re part of the alliance between Ameriprise Financial Services, LLC and United Cumberland Bank.

Through their investment services program, we’re able to collaborate with United Cumberland Bank to offer investments and financial planning services to their clients. It’s another way for us to help more individuals and families achieve financial wellness.

Ameriprise Financial and the financial institution are notaffiliated.

Interests

In my time off I like being in the great outdoors and watching/participating in various sporting activities. Also, enjoy spending time with my family.