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
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 66, Accident, Health and Life Insurance

Education

  • B.S. Wofford College, Spartanburg, SC
  • M.B.A. Texas State University, San Marcos TX

Interests

The things I enjoy most are:

  • spending time with my wife hiking, boating, and being outside
  • being at the beautiful South Carolina beaches with our four grandsons and their parents
  • friends and good food
  • our dogs, Dobby and Tripp
  • reading, especially non-fiction
  • working with clients to help them meet their goals

Community participation

  • Volunteer, Meals on Wheels - Anderson, SC
  • Member, Grace Episcopal Church, Anderson, SC
  • Treasurer, Grace Episcopal Church, Anderson, SC
  • Member, Greenville Sertoma Club, Greenville, SC