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
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Charitable Giving
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CDFA® Certified Divorce Financial Analyst®
  • CPA Certified Public Accountant


  • Bachelor'of Business Administration, University Of Memphis, Memphis TN


  • I enjoy traveling with my wife & daughters.
  • Duplicate bridge, Biking & of course Yoga.

Community participation

Board member -University of Memphis Foundation

Board Member - Facing History and Ourselves.

Past Chair Fund Development - Porter-Leath

Past President - Board of Trustees, Memphis Museum Systems, Memphis, TN

Past President, Memphis Chapter of Tennessee Society of Certified Public Accountants

Past Board of Governers, Community Foundation of Greater Memphis.

Past Board of Trustees, India Cultural Center & Temple, Eads, TN

Past Treasurer, Leadership Memphis, Memphis TN

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Premier Protection award, RiverSource Life Insurance Company , 2013
  • Ameriprise Circle of Success, 2018-2022
  • Ultimate Digital Excellence Award, 2021
  • Forbes Best-in-State Wealth Advisors, 2022

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.