Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies

Community participation

Foundation Board Member - University of Memphis

Board Member - Facing History and Ourselves

Past chair - Fund Raising committee - Board of Director, Porter-Leath

Past-President, Memphis Museum Systems

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

Past Board of Governor, Community Foundation of Greater Memphis.

India Cultural Center & Temple