Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Intergenerational Planning
  • Investments
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies
29
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
  • CLU® Chartered Life Underwriter®
  • AAMS® Accredited Asset Management Specialist℠
  • ChFC® Chartered Financial Consultant®
  • AWMA® Accredited Wealth Management Advisor℠
  • RICP® Retirement Income Certified Professional®

Education

  • American College for Financial Planning - Master of Science in Financial Services 2000
  • Auburn University - Building Science 1986

Interests

My wife Rhonda and I are passionate about boating, deep sea fishing, and snorkeling the beautiful waters of the Keys. I also enjoy Scuba diving and underwater photography. We love spending time with our children back in Tennessee and we get back there as often as we can, but we are enjoying the new "empty nest" phase of our lives now.

Awards & recognition

  • Ameriprise Circle of Success, 2018