Advisor profile


My approach

I care about what’s important to you

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

  • Investments
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • University of North Carolina at Wilmington, Bachelor of Science in Finance, May 1994

Interests

What an exciting time as I have recently taken over my Dad's Ameriprise practice which he had for over 45 years! I had the privilege of working with him for many years since graduation but have always been submerged in the business as he opened it's doors just months before I was born. Besides spending a lot of time furthering my education and helping clients, I also enjoy spending time with my wife Tiffanie. We live for quality time with friends and family through eating wonderful meals, enjoying live music and watching sports. We love leading lives of service through our church and various community organizations. We are truly blessed.

Community participation

  • Whiteville United Methodist Church Food Bank
  • Cooks For Christ
  • Families First of Columbus County

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.