Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • BS Business Administration, Concord University, Athens, West Virginia


  • Big Band Music
  • Traveling
  • Fishing at the Outer Banks
  • Golfing
  • Singing
  • Gardening
  • Acoustic Guitar

Community participation

Attend Gospel Light Baptist Church, Walkertown, North Carolina

Awards & recognition

  • Ameriprise Circle of Success, 2010
  • Ameriprise Client Satisfaction Score , 2013