Advisor profile


RISE Above with KeepWatch Wealth Partners

We are committed to providing trusted guidance and support, ensuring transparency and authenticity in every financial decision we help you make. With our dedicated approach and refined strategies, we aim to optimize your financial well-being and help you achieve lasting financial security and help you RISE.

Refine: We continuously assess our methods to streamline and improve your experiences with us.

Integrity: We are honest, transparent, and authentic. Trust is the backbone of our business.

Support: We are here to provide unwavering support through every step of your lifelong financial journey.

Empower: We empower you to discover your true balance, unlock your potential, and grow with you.

At KeepWatch Wealth Partners, you’ll receive personalized 1:1 financial advice that aligns with your specific goals and requirements, coupled with customized recommendations for a diversified portfolio to help shield you from uncertainty. Regular meetings will be scheduled to assess your objectives, advancements, and investments, helping to ensure you stay on track. You’ll also enjoy convenient access to your investments and digital tools, providing the necessary tools to maintain your financial course effectively.

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • PFS Personal Financial Specialist

Education

  • Central Michigan University, BSBA, Accounting,1994
  • Central Michigan University, MBA, Concentration in Finance, 2004

Awards & recognition

  • Ameriprise Circle of Success, 2022-2023
  • Five Star Wealth Manager, 2013-2024

Empowering Financial Security

Our dedicated wealth advisors offer steadfast support every step of your financial journey. Through personalized wealth advisory practices, we empower you to find your equilibrium, unlock your potential, and help you achieve financial security. With our wealth firm by your side, you can feel confident and relieved knowing your financial future is in capable hands.

If you seek a dependable financial advisor in Metro Atlanta, Alpharetta, or Macon, GA, or nearby, consider KeepWatch Wealth Partners.

Community participation

Board Member Episcopal Community Foundation helping the poor and oppressed in Central and North Georgia.

Interests

Moved to metro Atlanta, Georgia in 2008. I love it here in the South although Michigan will always be home. I get back there as often as I can.

My wife Leigh was born and raised in Atlanta, and we were lucky enough to meet while I was living in Michigan. She loves being back in her hometown.

My children are grown as I started early, Elizabeth is 32 and lives in Midland, MI my hometown. Xandra is 25 and lives in Midland, MI. My dad is a Snow Bird, so it's fun to see him at his Florida residence during January to April of each year.

My stepdaughter Hillary lives in Athens where she works as a Nanny and is going back to Brenau for her Masters.

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.