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

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner

Education

  • Bachelor of Science, University of North Carolina-Chapel Hill

Interests

I enjoy playing golf, spending time with my family, fly fishing, gardening and traveling.

Community participation

Meal Prep and Annual Food Drive

Spring and Fall 2009 - 2019

Feedmore

Richmond Animal League Woofstock Walk

Spring 2018

Westchester Commons

Eagle Sponsor-Midlothian Athletics Booster Association Golf Tournament

April 18, 2016

Salisbury Country Club

Juvenile Diabetes Research Foundation (JDRF)

JDRF One Walk, 2011-2016

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2020
  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 1998-2014

Honored to be recognized in Forbes

I have some big news: Forbes named me one of their Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m so grateful to be honored as the #<<number>> ranked advisor in <<state>>. This accolade just confirms that our dedication, integrity and client focus have paid off. I’d like to thank my team for all their hard work, my clients for their trust and Forbes for their recognition. Thank you!

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.