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
14
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
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Small Business

Education

  • Barton College, B.A. Religion & Philosophy

Community participation

Boy Scouts of America, Eagle Scout Advancement Committee

Wilson 20/20 Vision Community Vision, Board of Advisor

Beaufort County Chamber of Commerce, Member

Connect Church Deacon

Noon Rotary Club of Washington,NC

Interests

When not in the office, I take advantage of time spent with my wife, Laura, daughter Kenzie Kate, and son Dixon. I enjoy many different outside activities including fishing, hunting, gardening, and playing bedtime guitar concerts for my kids. Kenzie's favorite is, "You are my Sunshine."

My wife and I also enjoy spending time working with community programs and our church. I am blessed that my faith has led me on several mission trips around the globe.

I look forward to meeting you and talking about your interests and what's important to you.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.