Advisor profile


My approach

My Approach

I enjoy solving puzzles. When it comes to working hard for my clients, these “puzzles” if you will, include investments, tax planning strategies and occasionally family dynamics. I start by listening to understand you and the core values your finances should align with. Like establishing the border on a jigsaw puzzle, your values can set the frame for the rest of the pieces.

Once your goals and needs are clearly defined, we make recommendations designed to help you live a more confident life.

Those pieces are put in place in your own way, at your own pace either in person, over the phone, or via our Ameriprise app.

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

When you’re free from worry about your finances – no puzzles left to solve - you can be who you want to be and go where you want to go. That’s the essence of a brilliant life.

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

Some Brilliant quotes from Will Rogers

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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.