CFP®, CLTC®, APMA™
Private Wealth Advisor
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Wealth Preservation Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
CLTC® Certified Long Term Care®
APMA™ Accredited Portfolio Management Advisor™
- Bachelor of Science in Finance - Auburn University
Awards & recognition
- Evercy Wealth, Ameriprise Client Experience Award, 2020-2021
- Ameriprise Circle of Success, 2020, 2021
- Spending time with my wife and two children.
- Traveling to see new places.
- Spending time outdoors playing golf and tennis, hiking, camping and stand up paddle boarding.
- Participating in Adventure Races.
- Volunteering at church.