Advisor profile


My Approach

I enjoy solving puzzles. When it comes to working hard for my clients, these “puzzles” include investments, tax planning strategies and occasionally family dynamics.

I start by listening to understand you and your core values to determine the best way to align your finances to the things most important in your life. Like the border of a jigsaw puzzle, your values provide the framework that allows the rest of the pieces to fall into place.

Once your goals and needs are clearly defined, my team and I help you solve the puzzle at your own pace and in ways that best suit your lifestyle – either in person, in virtual meetings, or through our Ameriprise app.

You can find additional information on how I work with new clients and help them stay on track on the How to Get Started tab, or by watching my Living a Wealthy Life video.

When you’re free from financial worry – and there are no puzzles left to solve – then you can truly go where you want to go. Contact me today for advice worth talking about.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Social Security Retirement Benefits
30
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 and live on Clarks Hill Lake, but Lacey and I spend summers with family at our Wisconsin cottage.

• 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 granddaughter, Jemma. Ashley is in the UGA Microbiology Ph.D. program. Our son Collin works in CA and our son William attends Augusta University.

• My daughter Katie took her life in 2016. I try to help families prevent suicide, seek professional help for depression and, at times, help folks find their own path to recover from the loss of a child. Big hugs are a start.

Community participation

Sorting food at the Columbia County Cares Food Pantry.
Sorting food at the Columbia County Cares Food Pantry.

At Columbia County Cares, we work to feed the hungry and invite our clients to join us on our National Days of Service.

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

I am quite passionate about Megiddo Dream Station, which provides vocation and life-skills training for adults to find meaningful employment. We truly embody the phrase, "Teach a man to fish..."

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2009, 2011, 2013, 2015, 2020, 2021
  • Ameriprise Circle of Success Diamond Ring, 2015

Previous experience

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

Some quotes from Will Rogers worth talking about

From CBS WRDW News12

Coping with Life After Divorce

“…It’s so important to know a beneficiary designation is a binding contract that is not automatically changed in the event of divorce.”

From The Augusta Chronicle

Use Social Security to Maximize Retirement

“If you have the higher Social Security, it gives you the option to spend all of your (pension or retirement) money without fear…”

From Augusta CEO

Financial Conversations With Your Adult Children

“If you’ve identified a shortfall or may need financial assistance if certain circumstances arise (such as a long-term care situation), make your children aware of this immediately.”

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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.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.