Advisor profile


My approach

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
  • Wealth Preservation Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA-Economics, University of Tennessee, Knoxville, TN-1992

Interests

  • Play competitive USTA 3.5-4.0 Tennis
  • Fishing and Hunting
  • Camping and Hiking
  • Golf

Community participation

  • Head Coach WBBL basketball 5-6 year old boys
  • Assistant Coach WBBL basketball 13-14 year old boys
  • Assistant Coach KUSA U14 boys Soccer

Awards & recognition

  • Ameriprise Circle of Success, 2019