Advisor profile


My approach

It’s never too early to begin thinking about leaving a legacy. I provide my clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
25
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA James Madison University 1991
  • BA Virginia Tech 1986

Interests

My wife, Holly and our three children, Megan, Ryan and Grace, love discovering the world we live in. We have introduced our children to traveling the world and discovering new cultures.

I enjoy exercising and running. I have completed a marathon, a few triathalons and several 5K races. As our children have gotten older, I enjoy doing these races with them.

I enjoy photography and sharing pictures with family and friends.

I love being outdoors.

I enjoy all the seasons by hiking, snowshoeing, skiing and scuba diving.

Holly and I enjoy working with and hosting Rotary Youth Exchange Students.

I am a huge Virginia Tech fan.

Community participation

Ameriprise Financial is helping Feeding America raise 11 million meals through the Ameriprise Financial $500,000 Challenge Grant . Ameriprise will double the impact of donations to Feeding America up to $500,000 through Nov. 30, 2015. When combined with the gift from Ameriprise, each dollar provides 22 meals to hungry families. Visit supportfeedingamerica.org/ameriprise today.

Since 2009 our company, advisors and employees have provided more than 40 million meals, and volunteered more than 130,000hours, to help feed the more than 49 million Americans – including 16 million children – who go hungry (source: Feeding America).

Awards & recognition

  • Ameriprise Circle of Success, 2003,2006,2007,2009,2013-2016

Previous experience

  • United States Army Reserve, Captain & Major, 1998 - 2005
  • Army National Guard, 1st Lieutenant & Captain, 1989-1996
  • United States Army, 2nd Lieutenant & 1st Lieutenant, 1986-1989
  • Army National Guard, Enlisted, 1983-1986

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.