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.



  • Staying in peak mental, physical & spiritual shape.

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

Areas of Focus

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



Awards & Recognition

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


  • CRPC®  Chartered Retirement Planning CounselorSM
  • RFC® Registered Financial Consultant
  • Series 7
  • Series 66
  • Series 24
  • Florida Life, Health & Variable Annuity (FL 215)
View Definitions


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

Files for Download

My Videos

  • Close

    view my video  
    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


  • Close

    view my video  
    Your future well-being in retirement

    MIT Age Lab Director Joe Coughlin discusses how technology and design are impacting our future.


  • Close

    view my video  
    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


  • Close

    view my video  
    Keeping dreams alive

    Business owners Bill and Karen Edwards were able to keep their dreams alive because of their decision to purchase disability income insurance.


  • Close

    view my video  
    How will taxes affect your retirement?

    See how permanent life insurance can provide protection, retirement income and tax advantages – all in one.


  • Close

    view my video  
    Home is where the heart is

    A client is able to continue her lifestyle after the unexpected death of her husband thanks to life insurance.



My PhotosShow Thumbnails

Client Painting Event in Ponte Vedra
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.