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
21
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, 2020-2024
  • Ameriprise Ultimate Digital Excellence Award, 2023

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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