Providing valued financial advice

Consumers rated Ameriprise Financial among the top in the investment industry for the past three years for “likelihood to recommend the firm to friends and colleagues.”1

I’m proud to work with a firm that people recommend it to their family and friends. I strive for the same high satisfaction with my clients.

I offer you and your loved ones custom, personalized financial advice and a broad range of solutions to help you live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


My Background

I have 36 years of experience in the financial services industry. In 1994, I earned the CERTIFIED FINANCIAL PLANNERTMcertification and in 2016 I earned the Accredited Portfolio Management AdvisorSMdesignation from the College of Financial Planning. I continue to expand my knowledge and refine my skills through the continuing education for my designations and securities licenses.

I grew up in Charlotte, NC and graduated from the University of North Carolina at Chapel Hill with a BSBA and earned my Master of Arts while I was in the military. I am a retired Navy Captain who flew F-14s on active duty and as a reservist was recalled for Operation Iraqi Freedom.

37
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 6 reviews 96.00

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Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)