Advisor profile


What you can expect when you work with me

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.

Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care

Education

  • Associate in Arts, Tallahassee Community College, 1997
  • Bachelor of Science in Accounting and Finance, Florida State University, 2000
  • Bachelor of Science in Real Estate, Florida State University, 2004

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

Bishop in The Church of Jesus Christ of Latter-day Saints, Assistant Scoutmaster for the Boy Scouts of America, Sponsor of Ronald McDonald House Charities Tallahassee, Coach of youth soccer team, Coach of youth baseball team, Coach of youth Pop Warner football team, Coach of youth softball team, Coach of youth flag football team, and church youth advisor. Supporter of the Police Unity Tour. Sponsor of Hunger Fight.

Interests

  • Spending time with my wife and 5 five kids (4 daughters, 1 son)
  • Wakeboarding and wakesurfing at Lake Mystic
  • Running marathons. I finished my first marathon in Jacksonville, FL in 2004 and since then have completed 14 others and 4 half-marathons. I have a goal to run a full marathon in every state. I ran the Boston Marathon in April 2022.
  • Working out
  • My son and I are visiting every MLB stadium. We have visited 15 ballparks so far and we will visit 4 in 2023.
  • Travel

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.