Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial planning for small business
  • Consulting on potential benefits and risks of IRA rollovers
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

  • BS BA, Business Marketing, East Carolina University

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2025
  • Ameriprise Ultimate Digital Excellence Award, 2024

Previous experience

  • AIG RETIREMENT ADVISORS, INC., 2004-2008
  • PRINCOR FINANCIAL SERVICES CORPORATION, 2007-2011
  • WELLS FARGO, 2011-2019

Community participation

    • ECU Foundation Board Member
    • Past President of the Raleigh Downtown Lions Club
    • Past President of the Stormtrackers Club, an organization designed to support and help grow the fanbase of the Carolina Hurricanes Hockey Team.
    • Past Co-Chair of the sponsorship committee of the Millbrook High School athletic Wildcat Club

Interests

Fan and supporter of East Carolina University and the Carolina Hurricanes. Enjoyer of red wine and travel. Aspiring pilot.

My photos

3 albums
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