Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
12
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

Education

  • University of Arkansas Bachelor of Science in Finance

Interests

  • Exploring new places in Florida with my family.
  • Scuba diving
  • Biking with my son in his bike trailer.
  • Spending time with my sister & brother & their families.

Professional associations

  • Financial Planning Association

Previous experience

  • Stephens Inc., 2008-2009
  • Centennial Bank, 2009-Present