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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Family Finances
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Arts Degree from Duke University, Durham, North Carolina
  • Graduate of The Hill School, Pottstown, Pennsylvania

Interests

  • I spend time visiting clients and family on Hilton Head Island, SC
  • I am married to Thu Saunders, who is also a Financial Advisor with Ameriprise.
  • We have a beautiful boy named Bennett, who is my musician & financial advisor in training
  • I love playing guitar and watching concerts
  • We have a cockapoo puppy named Chewbacca, who also goes by Chewie.
  • Additional hobbies include: golf, tennis, basketball, running, reading, cooking, traveling and movies

Community participation

Member of the Knights of Columbus, 4th Degree, Council #15161, Brookhaven, Georgia

Member of Our Lady of the Assumption Catholic Church, Brookhaven, Georgia

Sponsor and Volunteer for LIFESPAN Senior Resources, Atlanta, Georgia

Sponsor and Volunteer for Ahimsa House

Judge for SIFMA Foundation's National writing competition -- InvestWrite .

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017, 2019-2021
  • Ameriprise Circle of Success, 2011, 2013, 2015 - 2020
  • Ameriprise Client Experience Award, 2020

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

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.