Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Juris Doctor, George Mason University School of Law, 1987
  • Bachelor of Science, Criminal Justice, Virginia Commonwealth University, 1982

Awards & recognition

  • OakHeart Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • OakHeart Financial Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Ameriprise Circle of Success, 2002-2023
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021, 2022, 2023
  • Financial Times 400 Top Financial Advisers, 2019
  • Ameriprise Chairman's Advisory Council, 2019
  • Ameriprise Diamond Ring Club, 2013

Community participation

OakHeart Financial Group is committed to service to our clients, our team and our community.
OakHeart Financial Group is committed to service to our clients, our team and our community.

At OakHeart Financial Group service is a core value and supporting our community is part of who we are. We donate our time and/or provide financial assistance to the following organizations:

  • Blue Ridge Area Food Bank
  • The First Tee Virginia Blue Ridge
  • Peachtree Baseball and Softball League
  • Food and Friends
  • Feeding Greene
  • Toy Lift Charities

Interests

I enjoy traveling with my wife, Betsy. We balance relaxation with adventure on our trips together.

I exercise daily and love seeing where my feet, heart and mind take me on a long hike. I've hiked the Camino de Santiago twice, in 2013 with my son, Erik, and in 2017 with my wife, Betsy and our daughter, Kelly.

I relax with reading and enjoy visiting the local wineries and breweries with my friends and family. On any given Sunday in the fall, you'll find me cheering on the red and gold team from California! Go 49ers!

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.