Working Together

A few of my brilliant moments have been captured on T.V., in USA Today, the Wall Street Journal or the Augusta Chronicle. There are links to some stories on this site, but the real story is how I can help you.

I predominantly work with Executives, Engineers, Educators and Health Care Providers, looking for financial opportunities and risks while providing timely recommendations to help my clients achieve their goals.

I believe that with plans in place, my clients may have more time to enjoy with their families, friends, hobbies or careers.

With the right advice your next move can be brilliant.

In the news...

As seen on WRDW NEWS 12:

Ameriprise Financial helps serve meals to those in need

From the Augusta Chronicle:

Financial advisor guides clients through stormy waters

"I'm all about people who care about the community, want to not only provide for their family, but to also make the world we live in a better place."

Use Social Security to Maximize Retirement

'Will Rogers, an Ameriprise advisor in Evans, sees some common mistakes when it comes to Social Security benefits.People draw too early.Or they don't take advantage of the scenario that allows them to draw spousal benefits - a double-dip scenario. "And they will not plan their income to keep their Social Security tax free, or reduce the taxes on it," Rogers said.'

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Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

Experience

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My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Features

Gauge your retirement readiness

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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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)