Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Community participation

Former City Council member, City of Alpharetta.

Former Vice Chairman, Alpharetta Development Authority.

Former Vice Chairman, Alpharetta Convention and Visitors Bureau.

Founder and former President, Angelman Syndrome Foundation of Georgia.

Previous experience

  • Financial Advisor, Transamerica Financial Advisors, 2012-2014, Alpharetta, Georgia
  • Registered Investment Advisor, North Point Global Advisors, 2004-2012, Alpharetta, Georgia
  • Financial Advisor, American Express Financial Advisors, 2002-2004, Alpharetta, Georgia
  • Futures Broker, North Point Global Advisors, 1998-2002, Alpharetta, Georgia
  • Futures Broker, American Research and Trading, 1996-1998, Roswell, Georgia