Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Tennessee - B.S in Finance

Interests

My family is the most important thing to me. I have two daughters, Ashley being the oldest and Chloe being the youngest, and a son, Matt. My loving wife, Susan, and I have been together 25 years and we all enjoy spending time together. Some of our favorite things to do are:

- Going on motorcycle trips with my family and friends

- Documenting my families experiences through my passion of photography

- Volunteering my time at Chloe's horse shows and barn

- Working on our "dated" cars and Harleys with Matt

- Helping Ashley build and develop props for her various artistic interests

- Endlessly renovating our beautiful home with my wonderful Sue

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.