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

  • 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