My Approach

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.

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Interests

  • Staying in peak mental, physical & spiritual shape.

Community Participation

  • Junior Achievement
  • Knights of Columbus
  • Network Professionals International
  • Habitat for Hummanity
  • MS Society, N. Florida Chapter
  • Financial Planning Association
  • National Association of Insurance & Financial Advisors

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

Experience

8

Awards & Recognition

  • Ameriprise Circle of Success, 2007, 2008
  • Professional Development Conference Qualifier, 2006, 2007, 2009

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • Circle of Success Qualifier 2007-2009
  • Career Development Conference Qualifier/Participant
  • Series 7,66,24
  • Florida Life, Health & Variable Annuity (FL 215)
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Education

  • Florida International University, BS in Business Managment '06
  • Chartered Retirement Planning Counselor, College for Financial Planning

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.