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.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFA® Certified Military Financial Advisor®
  • Series 7, 9, 10, 63. 65

Education

  • Bachelors of Science Degree, Math and Economics, Vanderbilt University, Nashville, TN

Awards & recognition

  • Ameriprise Client Experience Award, 2021, 2022 & 2023

Professional associations

  • NFLPA Registered Financial Advisor
  • Jacksonville Business Professionals
  • Ponte Vedra Beach Rotary Club
  • National Eagle Scout Association
  • Knights of Columbus 4th Degree
  • Navy League
  • St Johns County Chamber of Commerce

Previous experience

  • Investment officer - Financial Advisor, Wells Fargo Advisors, Ponte Vedra, FL, 2011-2021
  • Senior Financial Advisor, Merrill Lynch, Jacksonville. FL, 1993-2011
  • US Navy Lieutenant, USS W.S. SIMS (FF-1059), Mayport FL, 1987-1993

Community participation

 - Community participation photo

Creeks Athletic Association - Julington Creek Baseball & Creeks Flag Football.

Interests

Active youth Coach at Creeks Athletic Association since 2002. Coached over 1000 kids from 5 years old to 18 years of age in soccer, tackle football, flag football, basketball, softball, and baseball. 2009 softball allstar team has won state & regional championship and JCB baseball teams have won 10 state championships as a Cal Ripken Manager. . Many athletes have gone on to play college sports as well. I am also an active collector of baseball cards (since I was 15 years old).

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.