Advisor profile


My approach

Your financial goals and your family’s generational needs are unique. I take time to understand what is truly important to you - whether as an individual, a family, or a business owner - so together we can design a thoughtful, customized financial strategy.

With 17 years of experience in the financial services industry, I am passionate about serving families and individuals with complex financial needs. As part of a dedicated advisory team, I provide uncompromising wealth guidance and personalized advice, helping to ensure that every strategy reflects both your immediate goals and your long-term vision.

17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Business Management, Samford University, 2000-2004

Awards & recognition

  • The 365 Group, Forbes Best-in-State Wealth Management Teams, 2025
  • The 365 Group, Ameriprise Client Experience Award, 2021 - 2024
  • Ameriprise Ultimate Digital Excellence Award, 2023 - 2024

Previous experience

  • UBS Private Wealth Management, 2011 - 2020
  • Morgan Stanley Smith Barney, 2004 - 2011

Community participation

Interests

I enjoy working out, playing golf and spending quality time with my family.

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.