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

  • Retirement Plan Distribution
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor's of Arts in Economics, Macalester College

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Senior Vice President, Wells Fargo Advisors, Raleigh, NC, 2009-2020
  • Financial Advisor, Scott & Stringfellow, Raleigh, NC, 2001-2009

Interests

Now that my four children are grown and living independent lives I use my leisure time to pursue my hobbies and interests. Weekends and warm summer evenings will usually find me on the golf course at Brier Creek Country Club. I have been a member there for 10 years and am currently about a 10 handicap. I have recently developed an interest in art and have a modest collection. I support numerous local charities and one day would like to create a Scholarship Fund for deserving students who lack means.