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 2012-2018 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. .
Consumers account for 70% of U.S. economic activity and their financial health has historically been key to economic prospects – so should rising consumer debt be worrisome? Put in the proper perspective, #AmeripriseResearch doesn’t believe so.
May your Valentine’s Day be filled with happiness and love.
Candlelit dinner. Flowers. Heart-shaped candies. Meeting with your financial advisor. What could be more romantic? I’m here to help you and your partner align your financial goals.
forbes.com Love isn’t cheap. That’s why there is no better time to talk money — your money.
Stocks enjoyed their strongest week of the new year—but will it last? Ameriprise Chief Market Strategist David Joy explains.
newsroom.ameriprise.com 02/10/2020 David Joy Stocks enjoyed their strongest week of the new year last week. A combination of promising economic data, optimism regarding the spread of the coronavirus, relatively modest declines in Chinese equities, and the end of the impeachment process in Washington led to a 3.2 percent ga...
You have until April 15 to fund both your Traditional and Roth IRAs to help save on your 2019 tax bill – and boost your retirement savings. I can join a conversation with your tax professional to help determine what fits with your situation and goals.
ameripriseadvisors.com Traditional and Roth IRAs can help you boost retirement savings and mitigate taxes.
cnbc.com An unseasonably mild January helped power the U.S. jobs market to more gains.
Distributing your assets among three tax categories can help you keep more money in your pocket. We can help with smart tax diversification strategies to benefit you in retirement.
ameripriseadvisors.com Looking for financial advice? Ameriprise Financial has 10K+ Ameriprise Advisors helping people reach their goals. Find a financial advisor today.
For couples, major purchases, investments and children are common topics that lead to disagreements about money. Open communication is key to getting on the same page, according to our recent study. When you’re ready to talk financial goals together, I’m here to help.
marketwatch.com U.S. stocks close higher Wednesday, a third consecutive day of gains, as Wall Street erases a selloff that at least partly was sparked by an Asian influenza...
On Wednesday, the Fed voted to leave rates unchanged, as an effort to sustain moderate economic growth and a strong labor market.
cnbc.com The Federal Reserve's decision to keep rates unchanged gives everyday Americans an opportunity to improve their financial picture as a new year begins.
marketwatch.com Amazon.com Inc. defied its own disappointing forecast and returned to earnings growth in the holiday quarter with more than $3 billion in profit, sending...
marketwatch.com U.S. equity benchmarks were trading solidly higher on Wednesday after the Federal Reserve's rate-setting committee left its benchmark Fed-funds rate...
First $90 billion quarter for Apple.
Record profit at $22.24 billion, ~10% higher than any previous quarter.
First $10B quarter for the accessories business.
Second highest quarterly iPhone revenue ever.
cnbc.com It's Apple's biggest quarter of the year and includes important holiday sales.
If you collect Social Security benefits, you may notice a 1.6% increase in your checks this year. What will 2021 bring?
cnbc.com Retirees living on fixed budgets count on one change every year: Social Security's annual cost-of-living adjustment. In 2020, beneficiaries got a 1.6% increase to their checks. New estimates point to how much next year's boost may be based on current data.
Are you or someone you know expecting a baby in 2020? We can help new parents – or grandparents – prepare financially.
cnbc.com The idea of bringing a new human into the world can be earth-shaking. Fortunately, budgeting for him or her doesn't have to be nearly as terrifying. How to get your finances in order for baby.
The recent homebuilding surge suggests the housing market is back on track amid low mortgage rates.
reuters.com U.S. homebuilding surged to a 13-year high in December as activity increased acr...
[01/20/20] We are celebrating and honoring the dream of Martin Luther King, Jr. What are you doing for others today?
marketwatch.com Research finds that living a brain-healthy lifestyle may reduce your risk for cognitive decline.
marketwatch.com U.S. stocks close higher again Thursday, with all three benchmark indexes ending at new records, following the signing of a trade truce between the U.S. and...
bloomberg.com The U.S. and China signed what they’re billing as the first phase of a broader trade pact on Wednesday amid persistent questions over whether President Donald Trump’s efforts to rewrite the economic relationship with Beijing will ever go any further.
Good article on living within your means.
bloomberg.com The spending scolds always make the same errors about personal finance.
It pays to start saving for retirement as soon as possible. Over time, even small contributions can grow a substantial amount. Let’s talk about what you can do now to reach your goals.
ameriprise.com Saving now can help your money grow significantly over time.
Being organized can save you time and money. Set a goal to become more organized in 2020 and take the first step to achieving all your goals! #nationalgetorganizedmonth
marketwatch.com U.S. stocks set new records Thursday, with all three major benchmarks notching fresh all-time intraday and closing highs after the Chinese government...
Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.
ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.
A new year means new beginnings. Start your financial year off right by reviewing your goals and making sure your investments are on track.
marketwatch.com U.S. stocks recovered from overnight losses to post solid gains, with the Nasdaq notching a new record close, after remarks by President Trump suggested the...
With the passage of the Secure Act by Congress, new parents can now take an early withdrawal from their personal retirement savings. If you’ve recently welcomed a child, I can join a conversation with you and your tax advisor to help determine if this is the right choice for you.
cnbc.com When Congress passed the Secure Act last month, it added one more reason — new parenthood —for when individuals under age 59½ can take penalty-free withdrawals from retirement savings. But it may not be the wisest strategy.
National Staying Healthy Month is a good time to remember healthy habits that help you enjoy life to the fullest, now and into retirement.
Geopolitical news sent stock prices downward despite starting the year at a record high. Ameriprise Chief Market Strategist David Joy weighs in on investors’ response.
newsroom.ameriprise.com Historically, markets have recovered from geopolitical crises.
Planning can turn dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help achieve them.
As the new year begins, #AmeripriseResearch has compiled a list of market themes that could present investors with either opportunity or risk in the year ahead. What market themes are you watching closely in the new year?
Wishing you joy and prosperity in 2020.
Learn more about three key changes that take effect Jan. 1, 2020. I am here to help you understand what the SECURE Act means for you and provide personalized advice for your situation.
ameripriseadvisors.com The Setting Every Community Up for Retirement Enhancement — the SECURE Act — was signed into law Dec. 20, 2019, with many provisions taking effect Jan. 1, 2020.
Warmest thoughts and best wishes for a joyous Christmas time with family and friends!
marketwatch.com What the bill includes, and what it may mean for your future
It’s not too late to save on your 2019 taxes. We can join a conversation with your tax professional to discuss investment strategies to help lower your tax bill.
ameripriseadvisors.com It’s not too late to reduce your 2019 tax bill. Here are four ideas that can help you.
marketwatch.com U.S. stocks close sharply higher Friday after a much better-than-expected employment report for November, while investors remain optimistic about the chances...
bloomberg.com U.S. job gains roared back in November as unemployment matched a half-century low and wages topped estimates, giving the Federal Reserve more reason to hold interest rates steady after three straight cuts. Stock futures and the dollar jumped while Treasuries slid.
Many people include charitable giving as part of their financial goals. Which organizations do you plan to support on this #GivingTuesday?
Online holiday shopping is in full swing! What are you shopping for today? #CyberMonday
Check out Lisa and Lori’s Boutique. 😍
CYBER MONDAY STARTS TODAY!
😍Click the Shop Now Button on Amanda Grace Boutique Business Page!
for 40% OFF entire website!
💕If your order is OVER 300.00
At checkout for 50% OFF!
Deals Ends Midnight Dec. 2, 2019
😍Shipping Free Over 75.00!
The U.S. stock market is on pace for its best year since 2013. Interestingly, the average stock in the S&P 500 is still 10.3% away from its 52-week high, with mid and small-cap stocks even further away. #AmeripriseResearch
A six-week rally in U.S. equities has produced an 8 percent gain and established new record highs. Ameriprise Chief Market Strategist David Joy weighs in on what this could mean by year-end.
newsroom.ameriprise.com The S&P 500 is now higher on the year by 24.5 percent.
We had a great time on the Ameriprise National Day of Service volunteering at Meals on Wheels Atlanta. As a team, we assembled over 650 meals and over 200 breakfast bags. #ameriprisenationaldayofservice
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Senior Mortgage Banker at CenterState Bank. This is not my job, this is my career.
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