Advisor profile


My approach

Empowering clients through personal financial planning to achieve their goals.

Ameriprise Financial cannot guarantee future financial results.

Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Marketing, University of Arkansas Pine Bluff

Interests

My first passion is being a financial advisor and mentor. Mentoring students has afforded me the ability to pay forward the guidance and counseling I received as a student. Extreme fitness and mixed martial arts are my most common pastimes when my wife and I are not traveling. I'll confess, collecting cuff-links (especially vintage) has fast become a favorite hobby of mine.

Community participation

  • Serve on the Advisory Board for UA Little Rock College of Business
  • Serve on the Advisory Board for UAMS College of Nursing
  • Serve on the UAPB Foundation Fund Board
  • Volunteer for Arkansas Special Olympics
  • Volunteer for Little Rock and Pulaski County Special School Districts
  • Volunteer for Arkansas Food Bank
  • Mentoring students
  • Mentoring aspiring financial professionals and advisors

Awards & recognition

  • Ameriprise Circle of Success, (2002-2018)