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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Certified Financial Planner

Education

  • University of South Carolina
  • Degree: BSBA
  • Major: Finance

Awards & recognition

  • Ameriprise Circle of Success, 2010-2013

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith Inc, 1997-2009
  • Oldie Discount Corp, 1993-1997
  • F.N. Wolf & Co., Inc, 1992-1993

Community participation

Member of the Lake Worth Boynton Beach Bassmasters.

Interests

  • I live in Lake Worth, FL with my wife Elizabeth, daughter Megan, and son Logan.
  • I am an avid fisherman and enjoy participating in competitive bass fishing tournaments.
  • I recently started bicycling again.
  • I enjoy family time at the beach.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.