Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
24
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 23 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 Suwanee, 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 2011
  • Suwanee Downtown Development Authority

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.