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
  • Retirement Income Strategies
  • Estate Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Accredited Asset Management Specialist

Education

  • B.A. Business Administration, Furman University

Interests

  • Golf, Bike Riding and Tennis

Community participation

Sponsor -Deep Run Booster Bash

February 27, 2016 at the Rockville Recreation Center

Eagle Sponsor-Midlothian Athletics Booster Association Golf Tournament

April 18, 2016 at Salisbury Country Club

Juvenile Diabetes Research Foundation (JDRF)

  • JDRF One Walk 2011-2015

Annual Food Drive to Benefit Feedmore

Awards & recognition

  • Ameriprise Circle of Success, 1993-2019
  • Five Star Wealth Manager, 2012-2013, 2015-2018
  • Ameriprise Hall of Fame, 2019
  • Forbes Best-in-State Wealth Advisors, 2020