Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
27
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℠
  • CKA® Certified Kingdom 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

  • Ultimate Digital Excellence Award, 2021
  • 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

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.