Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting 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

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




  • 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
  • Ameriprise Circle of Success, 2002-2022
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021, 2022
  • Financial Times 400 Top Financial Advisers, 2019
  • Ameriprise Chairman's Advisory Council, 2019
  • Ameriprise Diamond Ring Club, 2013

Community participation

Service is a core value at OakHeart Financial Group. We proudly volunteer in our community.
Service is a core value at OakHeart Financial Group. We proudly volunteer in 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


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.

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.