Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Family Finances
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®


  • MBA James Madison University 1991
  • BA Virginia Tech 1986

Awards & recognition

  • Ameriprise 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


FAMILY: Family is the cornerstone of our lives, providing love, support and a sense of belonging that is irreplaceable.
HEALTH: Prioritizing our physical and mental well-being empowers us to live life to the fullest and pursue our passions with vitality.
HAPPINESS: True happiness lies in finding joy in the simple moments, cultivating gratitude and nurturing positive relationships that bring us fulfillment.
COMMITMENT: Success stems from unwavering dedication, persistence and the willingness to go the extra mile to achieve our goals and honor our commitments.
TRUST: Trust forms the foundation of strong relationships, fostering open communication, collaboration and the belief in one another's reliability and integrity.

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 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).


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.

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.