Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelors of Science - Virginia Military Institute, 1986
  • Masters of Science - University of Virginia, 1994

Interests

Building and developing teams and teamwork is a passion of mine because I have experienced the impact that a great team can have on solving problems and achieving goals. Through my college education at the Virginia Military Institute, experiences in the U.S. Army and as a civil/environmental engineer, I learned that large, complex projects are designed and built successfully using an array of a team of subject matter experts. This passion for building and working within effective and highly functional teams is why we have employed the advisory team approach to designing solid financial plans and serving our clients' needs into the future.

Community participation

In my personal life I am drawn to teamwork as well, whether it is coaching youth athletics in our local recreation programs, serving on non-profit boards, or working within my church, I usually am drawn to working in groups that are tasked with accomplishing some goal or solve some kind of problem. Seeing things change for the better, as a result of a group of people working together in their strengths, provides the greatest sense of satisfaction for me.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Ameriprise Circle of Success , 2006 - 2021
  • Ameriprise Circle of Success Diamond Ring, 2018
  • The Myrias Group, Ameriprise Client Experience Award, 2021

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.