Advisor profile

My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




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


I enjoy traveling, exercising regularly, reading and dining out in my free time. I also like wine, bourbon and beer.
I have hiked the Camino de Santiago twice, in 2013 with my son, Erik, and in 2017 with my wife, Betsy and our daughter, Kelly.
I am a fan of the San Francisco 49ers.

Community participation

Currently our team provides a meal monthly for the Ronald McDonald House. Prior to the Covid-19 pandemic we were monthly providing the ingredients and preparing two meals for the guests of the house. This activity supports families dealing with a seriously ill child at the University of Virginia Medical Center.

2015 Ameriprise Community Impact Award Team Winner for our volunteering and charitable donations to the Blue Ridge Area Food Bank.

Strengthening our communities is an important part of the OakHeart Financial Group culture and values.

Awards & recognition

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

Professional associations

  • Financial Planning Association
  • Million Dollar Round Table
  • Central Virginia Estate Planning Council, Member
  • Desert Estate Planning Council, Member

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.