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

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • B.S. Business Administration-Finance, Tennessee Wesleyan College, 2006
  • A.S. General Studies, Hiwassee College, 2004

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2020

Community participation

  • MS Society
  • Junior Achievement of East TN
  • HonorAir Knoxville


I live in Knoxville with my wife, Whitney, son, Kingston and our dog, AXL. In our free time we enjoy competing at putt-putt for family fun night, going to the movies and spending time outdoors. I relish being able to coach my son’s baseball and footballs teams as well as being able to go fishing. My wife and I are self-proclaimed foodies and love checking out local restaurants.

Junior Achievement of East TN, Teaching Volunteer, Clinton, TN
HonorAir, Escort Volunteer, Knoxville, TN

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.