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
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Education

  • Florida State University BS Finance
  • Florida State University MBA

Awards & recognition

  • Ameriprise Circle of Success, 2018

Previous experience

  • Commonwealth, 2012-2016
  • LPL, 2002-2012
  • Edward Jones, 1990-2002

Community participation

Rotary Club

"Ameriprise proudly supports Wounded Warrior Project and Warriors to Work."

Interests

When I am not in the office, I mostly spend time with my family. My wife, Judy, and I have been married for over fifty years. My four children are grown but we still enjoy Sunday dinners together often at my home in LaGrange. I enjoy a bourbon and cigar while watching football. Anything to do with cars and racing, I’m all in. My all-time favorite thing is being “Papa” to my grandkids.

Bet you didn't know:

Before kids - Judy and I dragged a FV race car from Savannah to Palm Beach competing in SCCA races all the way. I still travel the world (vicariously) following the F1 season.

My photos

3 albums
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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.