Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Insurance
  • Small Business
  • Investment Management
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Advisor Law Examination

Education

  • University of Virginia, BA, 1986

Interests

One of my biggest interests includes ways to make a difference within my community through such activities as co-founding two art festivals to support local charities, serving a four year term on Chesapeake City Council and serving as aboard member for Southeastern Virginia Community Foundation.

My love of sports in my youth eventually led me to playing football for the University of Virginia as a scholarship student athlete. Staying active these days is still very much a part of my life through biking, running, walking and doing anything close to or on the water.

Most importantly, I truly value time with family and good friends.

Community participation

Southeastern Virginia Community Foundation Board Member

Great Bridge Battlefield and Waterways Foundation Board of Trust

Previous experience

  • Financial Advisor, Wells Fargo Advisors, Virginia Beach, VA, 2003-2017
  • Financial Advisor, Prudential Securities, Virginia Beach, VA, 1994-2003

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.