Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Employee Stock Options


  • Certified Financial Planner
  • 1997-Present, Financial Advisor with Ameriprise
  • Bachelors of Science 1996, Chemistry with minor in Criminal Justice from Appalachian State University
  • 1999, Advanced Advisor Group


  • B.S., Chemistry, Appalachian State University,Boone, NC, 1996

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2022-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Community participation

  • Charlotte Mother's of Multiples
  • East Lincoln Middle School PTO
  • East Lincoln High School PTO
  • Lake Norman Soccer Club Team Manager
  • Celiac Disease Support Group


  • Enjoys soccer, reading, hiking, and running.

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.