Financial Advisor, Ameriprise Financial Services, Inc.
An Ameriprise Platinum Financial Services® Practice As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Areas of Focus Retirement Income Strategies Tax Planning Strategies Retirement Planning Strategies Estate Planning Strategies Insurance Family Finances Small Business Investments Saving for Education Wealth Preservation Strategies Executive Compensation and Benefit Strategies Cash Flow Management Strategies Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CPWA® Certified Private Wealth Advisor® practitioner Florida State University - B.S. in Accounting and Finance 1995 Experience Ameriprise Financial 1998 - Present (14 years) Awards & Recognition FIVE STAR Wealth Manager 2008, 2009, 2010, 2011 and 2012 Community Participation Georgia State University Robinson College of Business Honors Program Mentor American Cancer Society Atlanta Humane Society Atlanta Seminole Club Professional Associations Financial Planning Association American Institute of CPAs (AICPA) AICPA - Personal Financial Planning Section Interests Spokesperson for Cancer Awareness - After experiencing my wife Lisa's cancer battle, it is my mission to encourage everyone to get checked regularly and to live life to the fullest. Brazilian Jiu Jitsu and mixed martial arts Florida State Seminole Booster Atlanta Falcons Season Ticket holder Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Ameriprise Platinum Financial Services® Advisors Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances become more complex and require greater attention and expertise. Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs. . I am licensed and registered to conduct business in GA. Based on licenses and registrations I hold, I may also conduct business in AL, NC, VA, TX, IL, MD, LA, NY, FL, MI, CA, SC, DC, KY. CA Insurance #0I00765 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information. .
barrons.com Social Security is terrible at investing your money. And it’s the scandal that no one wants to call.
To all the men and women in our armed forces, thank you for your service.
Nearly all women will become the sole financial decision maker in their household at some point in time. Learn why it’s important that women take an active role in financial planning.
money.usnews.com It’s time to understand the true impact of living longer, avoiding risk and prioritizing others.
Are you getting ready to welcome a new baby? We can help set new financial goals to support your growing family.
ameriprise.com It’s never too soon to start adjusting your finances for a child.
marketwatch.com U.S. stocks closed higher Wednesday, marking the third-straight session of gains as investors shook off concerns over U.S.-China trade relations to focus on...
While trade talks left markets spinning, there was encouraging news elsewhere. Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com U.S. equities in the S&P 500 endured their worst week of the year, falling nearly 2.2 percent.
Ameriprise Research: While geopolitical risks are relevant at any time, it is also important to consider other factors when you invest, either passively or actively, in various global regions. One characteristic that we find particularly valuable is sector exposure.
If you have retirement accounts from previous employers, you may want to consider rolling them into an IRA. Try our IRA rollover evaluator and let’s discuss options to achieve your retirement goals.
ameriprise.com Get a personalized report on the pros and cons of consolidating or rolling over your retirement assets.
ftportfolios.com View the latest Blog Post...
marketwatch.com U.S. stocks claw back from early losses to close higher Friday after key negotiators cast a positive glow on trade talks.
wsj.com China has invited U.S. Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin to Beijing to continue trade negotiations, White House economic adviser Larry Kudlow said.
Expressing love and gratitude to all mothers today.
We work hard to help you feel financially confident. Here’s a glimpse of what we do behind the scenes to support each of our clients.
ameripriseadvisors.com Find out more about financial advisory services and the value advisors bring.
Consider these five strategies to fast-track your retirement savings.
ameripriseadvisors.com What’s the best way to save for retirement? Learn how to develop a smart retirement savings strategy and follow our advice on ways to save for retirement now.
Funding your child’s college education without sacrificing your retirement savings may be possible – learn what you could do to balance both goals.
ameripriseadvisors.com Saving for college while also saving for retirement is something that many parents worry about. Learn how you can achieve your financial goals with these tips.
Nearly 73 percent of people have money management styles that are different from their partner’s, according to an Ameriprise survey. Here are some tips to help get on the same page.
cnbc.com Ah, money...it can really bring out the worst in us.
The markets have been on a rough ride. See what the Ameriprise Research team has to say about the market volatility on Tuesday May 7th.
After ending last week on a positive note, trade talks have investors feeling uncertain.
newsroom.ameriprise.com Last week ended with investors feeling good about the prospects for the global economy.
I am excited to attend the SALT Conference this week at the Bellagio in Las Vegas!
salt.org SALT is a global thought leadership forum devoted to unlocking growth opportunities in the fields of finance, economics, entrepreneurship, public policy, technology and philanthropy. Founded in 2008, our flagship annual event, SALT | Las Vegas, brings together the world’s foremost investors, po
finance.yahoo.com Consensus analysts were expected the U.S. economy to have added 190,000 non-farm payrolls in April.
Now that 2018 tax season has ended, it may be a good time to take another look at your withholdings. Talk with your tax advisor about what you can do now to help lower your 2019 tax bill.
usatoday.com You filed your 2018 tax return. Don’t stuff it in a file cabinet just yet. Review it to uncover steps you can take now to lower your 2019 tax bill.
Ameriprise Research: Consumer perceptions of the job market are very good, but not TOO good. In our view, U.S. recession odds remain low, in part, because skepticism has led consumers to be more cautious with their finances, leaving them in position to support further growth.
I will be participating in the National Day of Prayer on May 2.
Let’s connect to make sure you are taking advantage of important financial milestones as you work toward your retirement goals.
ameriprise.com Being aware of these age milestones can help ensure you’re prepared for the future.
Estimates of the first quarter U.S. GDP growth exceeded expectations. But the details were not quite as encouraging as headlines would suggest.
newsroom.ameriprise.com Strength from inventory rebuilding and trade improvement contributed to the Q1 growth rate, while both personal consumption and business investment slowed.
Thanks to a climbing stock market, low unemployment and slowing inflation, Americans’ financial happiness is at a new high. Is this true for you? Let’s talk soon to touch base on your goals.
cnbc.com The index dipped at the end of 2018 but now reached 36.1 for the quarter ended March 31, its highest reading ever.
marketwatch.com Sharp upturn in state and local government spending helps the U.S. economy accelerate to a 3.2% annual rate in the first three months of 2019, the Commerce...
marketwatch.com Only about 1% of the 30 million or so people who contribute to their Fidelity retirement account have managed to save at least $1 million. The average 401(k)...
Ameriprise Research: Although the S&P 500 is near an all-time high, the average stock in the Index is still 12.3% away from its 52-week top, suggesting room for equity prices to rise if the environment continues to improve.
Here are themes likely to shape markets in the coming months.
ameripriseadvisors.com March’s inverted yield curve sparked concerns over a recession, but should investors be concerned? Read about this and more in our latest market update.
Wishing you a joyous holiday with loved ones.
#FinancialLiteracyMonth can be good time to have money talks with the young people in your life.
aarp.org April is Financial Literacy Month, which means it's a good time to start teaching your grandkids. Here are three lessons you can teach your grandchildren.
marketwatch.com Play time is over — it’s time to sock away half of your paycheck. Yes, half, says Jared Dillian.
marketwatch.com U.S. stocks close higher Thursday as investors continued to analyze the flow of corporate earnings and a series of conflicting economic reports.
Ameriprise Research: We expect stocks to face some resistance if the S&P 500 can approach the 2940 level over the next two weeks. Traders may want to test/retest the validity of such levels before moving stocks to a new all-time high—much like they did when it approached 2800.
Today’s parents are helping children more with financial milestones than past generations, according to the Ameriprise Modern Money study. If you’re assisting your kids, let’s talk about what you can do to stay on track to achieve your goals.
Ameriprise Research: Long-term investors should focus their attention on trends in initial jobless claims, which have a strong correlation with the direction of stock prices. In our view, as long as labor conditions remain healthy, so too should market conditions.
When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s talk about your goals and how you can achieve them.
wealthmanagement.com All men must die. For fans of "Game of Thrones," the show’s parade of deaths over seven seasons provides a practical guide to succession planning do’s and don’ts.
marketwatch.com It’s time to stop browsing travel websites for late-winter getaways and pay attention to your Form W-4.
[04/15/19] Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.
The Ameriprise Modern Money study reveals that parents today are helping children more with financial milestones than past generations. Learn how to stay on track with your financial goals and talk with your family about money.
ameriprise.com Learn how financial circumstances and attitudes towards money have evolved over time.
More than half of millennials say it’s more acceptable to talk about money today than it was a decade ago, according to the Ameriprise Modern Money study. Learn how financial attitudes and actions are shifting among investors.
Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.
marketwatch.com The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.
Stocks surged higher last week on evidence of stabilizing global growth and little evidence of inflationary pressures.
newsroom.ameriprise.com The second quarter started out the same as the first, with markets on the rise in the U.S., Europe and Asia.
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