Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Central Michigan University, BSBA, Accounting,1994
  • Central Michigan University, MBA, Concentration in Finance, 2004

Interests

Moved to metro Atlanta, Georgia in 2008. I love it here in the South although Michigan will always be home. I get back there as often as I can.

My wife Leigh was born and raised in Atlanta, and we were lucky enough to meet while I was living in Michigan. She loves being back in her hometown.

My children are grown as I started early, Elizabeth is 28 and lives in Flint, MI. Xandra is 21 and lives in Midland, MI. My dad is a Snow Bird, so it's fun to see him at his Florida residence during January to April of each year.

My stepdaughter Hillary lives in Athens where she works as a Nanny, and is going back to Brenau for her Masters.

Community participation

Board Member Episcopal Community Foundation helping the poor and oppressed in Central and North Georgia.

http://www.ecfatlanta.org/who-we-are/

I am a member of the Brotherhood of St. Andrews, a brotherhood founded on the principles of Prayer, Study and Service.

http://brothersandrew.net/

I am active in St. Peter and St. Paul Episcopal Church of Marietta, GA.

http://www.peterandpaul.org/

Awards & recognition

  • Five Star Wealth Manager, 2013-2020

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.