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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Series 7
  • Series 66
  • Life, Health and Annuities

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023

Professional associations

  • North Palm Beach Chamber of Commerce

Previous experience

  • Financial Advisor, Edward Jones, December 2007 - July 2015 Jupiter, FL
  • Account Manager, Crowley Foods / HP Hood, December 1989 - November 2006 Concord, NH

Community participation

Volunteer Town of Jupiter

Church Charities

NPB County Chamber of Commerce

Honda Classic Volunteer

Former Rotarian

Interests

Family, Travel, The Arts, Music, Sports, Golf