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

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science in Business Administration, North Dakota State University

Interests

My wife, Sara, and I have been married for 22 years. We reside in Suwanee, GA and have two wonderful daughters named Kaitlin and Mallory. In my spare time I love to play golf, tennis and ice hockey.

Community participation

I am passionate about being involved with the local Suwanees, GA organizations, especially those that focus on community and business development. Organizations I am currently involved with include:

  • Kiwanis Club of Suwanee
  • Graduate of Leadership Gwinnett
  • Gwinnett Chamber Board of Director's Member

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.