What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.
Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.
Areas of Focus
Retirement Planning Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies
I am licensed and registered to conduct business in TN.
Based on licenses and registrations I hold, I may also conduct business in FL, IN, MI, OH, KY, MN, NC, VA, SC, NM, WI, CO, WV, AL, TX, GA.
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 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.
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
27 Years of Experience
Awards & Recognition
Ameriprise Diamond Ring Club, 2009
Ameriprise Circle of Success, 1996 - 2015
Financial Planning Association
Better Business Bureau Accredited, 13 years
Farragut West Knox Chamber of Commerce
Fishers of Men National Tournament Trail, Sponsor
Breath of Life Support Foundation, Board Member
Volunteer with Second Harvest Food Bank
Official Drop Off Location for Toys for Tots
Grace Baptist Church
Private Wealth Advisor at Hardin Valley Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Please join our "Hardin Valley Wealth Management" Team as we participate in the Run for Autism at Regal Cinemas Pinnacle Stadium 18 in Turkey Creek. This run is...
Please come by our office by Wednesday, November 25, 2015 with your donations to Toys for Tots. The mission of the U. S. Marine Corps Reserve Toys for Tots Program...
My office is proud to participate in the Ameriprise National Day of Service, an effort to help alleviate hunger. Several of my colleagues and friends are volunteering...
Please join us along with the Farragut West Knox Chamber in officially opening our new office location! We hope you and your friends will celebrate this momentous...