Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Social Security Retirement Benefits
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A. Communication, University of Montana, 1991

Interests

  • I came to Augusta in 1992, live on Clark's Hill lake, but Lacey & I spend summers with family at our cottage in Wisconsin.
  • I enjoy kayaking, windsurfing, and "flying a hull" on Hobie Cat sailboats.
  • I love being a Dad. Our daughter Blaire is married to Jimmy, raising our grand-daughter Jemma. Ashley is in a Microbiology PhD program at UGA. Our son Collin is at GA Tech and William lives in St. Cloud, MN.
  • My daughter Katie took her life in 2017. I try to help families prevent suicide, seek professional help for depression and, at times, help folks find their own path to grief recovery from the loss of a child. Big hugs are a start.

Community participation

Working with Columbia County Cares we feed the hungry, inviting our clients to join us on our National Days of Service.

I have three primary roles in the Queen of Angels Church: Lector, Extraordinary Minister of the Eucharist and a leader of the Knights of Columbus council.

I am quite passionate about Megiddo Dream Station, which provides vocational and personal training to adults to find meaningful employment. We truly have the opportunity to live the phrase, "Teach a man to fish..."

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2009, 2011, 2013, 2015
  • Ameriprise Diamond Ring Club, 2015

Previous experience

  • Armor Officer, U.S. Army Reserve and National Guard, 1987-1995