Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor of Science, Accounting
  • Clemson University

Awards & recognition

  • Ameriprise Circle of Success, 2021, 2022 & 2023
  • Carolinas Wealth Management, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Voya, 1995-2020

Community participation

A big part of who I am is giving back to improve the lives of others not as fortunate as we are. I serve on three charitable boards with a focus on fund raising. These organizations include Ripple of One, The Cliffs Residents Outreach and The South Carolina Plan Giving Council of which I am currently a member. I am also very involved in supporting the churches that I have been involved with over the years.

Interests

  • Spending time with my wife, daughter and two dogs
  • Hanging out of Lake Keowee
  • Practicing my golf swing with friends
  • Watching Clemson football

My photos

2 albums
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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.