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

  • Retirement Income Strategies
  • Small Business
  • Investments
  • Intergenerational Planning
  • Insurance
  • Business Retirement Plans
14
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
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law

Education

  • Bachelor of Science, Wake Forest University, Winston-Salem, NC
  • CFP Certification Professional Education Program, College for Financial Planning

Interests

  • Family. I am married to my wonderful wife, Aundria Lear. Because family is important to us, we choose to live in Canton, NC so that we could both be close to our parents. We have a dog named Homer.
  • Faith. Aundria and I are members at Dutch Cove Baptist Church in Canton, NC where we teach a young adults Sunday School class. Teaching is a great passion of mine.
  • Fun. I started playing golf when I was about 12 years old in the yard with a single 7 iron and a couple of practice balls. I eventually pieced together a set and started playing regularly at Lake Junaluska. Now, I compete on the Golf Channel AM Tour.

Community participation

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Financial Top Achiever Award, 2008
  • Ameriprise Mecury Award, 2008