My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Sports & working out
  • Traveling
  • Reading
  • Spending time with friends & Family.

Community Participation

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

Experience

? 10

Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2007, 2008 , 2012, 2015

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CLTC  Certified Long Term Care
  • RFC® Registered Financial Consultant
  • Series 7
  • Series 66
  • Series 24
  • Florida Life, Health & Variable Annuity (FL 215)
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Education

  • Florida International University, Bachelor of Business Administration - Business Managment '06

Files for Download

My Photos(4 photo albums)

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.

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My Videos(7 videos) X

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