Team profile


Putting clients first; it’s what we do

We provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals. It’s our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:
  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"
Ready to learn more about how we can help you? 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
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Tax Planning Strategies

Community participation

  • We sponsor and design a tree for the Enchanted Forest each year benefiting LeBonheur Children's Hospital.
  • We are an active sponsor of the Habitat for Humanity Exotic Car Show each year.
  • Platinum Sponsor of the Cooper-Young 4-Miler
  • Member of the Cooper-Young Community Association
  • MPACT Memphis
  • Nexus Leadership