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
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




  • 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


  • Spending time with family
  • Golf
  • Traveling