Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Family Finances
6
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA Master of Business Administration - University of Dayton, Dayton, OH 1994
  • BA Bachelor of Arts , Business Administration - Rhodes College, Memphis, TN 1987

Interests

Life outside of my practice keeps me very busy. My wife Mary and I stay very busy with our three kids Sam, Sydney and Savana. The kids stay active with school activities, soccer, basketball and swimming. As a family we enjoy the lake, church and just hanging out together. I enjoy coaching my kids sports teams, going to University of Tennessee football games and socializing with our family and friends.

Community participation

  • Member of Knoxville Volunteer Rotary Club
  • Board Member for Volunteer Rides

Previous experience

  • General Manager, Automotive Systems Warehouse, 2012-2014, Knoxville, TN
  • Owner, S & S Supply, 1995-2012, Knoxville, TN
  • Territory Sales Representative, 3M Company, 1987-1995, Dayton, OH