Advisor profile

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
  • Insurance


  • ChFC® Chartered Financial Consultant®


  • Lenoir-Rhyne University, BS Business Administration 1993

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2015-2023
  • Forbes Best-in-State Wealth Advisors, 2023
  • Ameriprise Chairman's Advisory Council, 2022-2023
  • Financial Times 400 Top Financial Advisers, 2019-2020
  • Ameriprise Circle of Success, 2007-2022
  • Walker and Associates, Ameriprise Client Experience Award, 2022

Community participation

British American Business Council of North Carolina

  • Past President – 2011 -2013
  • Board Member since – 2008


  • I am originally from England and travel there once a year to visit family
  • During the summers I enjoy boating on both Lake Wylie, SC and Lake Norman, NC.
  • Throughout the year I also enjoy hiking in the Blue Ridge Mountains with my wife, Vikki, and our dogs.
  • In Charlotte, we have a great YMCA organization and I work out three to four times a week.
  • Our state is so diverse with the mountains, lakes, rivers and beach it is hard to not love living in our area!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.