Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
30
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
  • ChFC® Chartered Financial Consultant®

Education

  • University of Southern Mississippi MBA, 1976, Marketing BS, 1974, Chemistry

Interests

  • Travel with wife Dianne
  • Extensive reading and staying up to date on all Financial and other News
  • Deep-Sea Fishing

Community participation

  • Catholic Charities, planned giving advisor, Birmingham, Al.
  • Hoover Service Club
  • Basset Hound Rescue
  • Toys for Tots

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2021
  • Ameriprise Circle of Success, 1999-2021
  • Ameriprise Chairman's Advisory Council, 2001-2014

Professional associations

  • Financial Planning Association
  • UAB - Adjunct Professor of Financial Planning
  • Leave a Legacy Financial Planning Representative

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.