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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • MBA Finance, Georgia State University 1986
  • BS Commerce, University of Virginia McIntire School of Commerce 1981

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2020

Previous experience

  • Wells Fargo Advisors, 2012-2018
  • UBS Financial Services, 2008-2012
  • Bear Stearns, 2004-2008
  • Lehman Brothers, 2000-2004
  • Alex Brown and Sons Inc, 1997-2000

Community participation

2018 National Day of Service

Interests

  • Spending time with family
  • Golf
  • Traveling