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

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
15
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 26, and Xandra is 21 and they both live in my hometown of Midland, MI. My parents are Snow Birds so it's fun to see them in their Florida residence during January to April of each year.

My stepdaughter Hillary lives in Athens where she works in a Day School, and is going back to UGA 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

Professional associations

  • Georgia Society of CPAs http://www.gscpa.org/