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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • I like to go on back-country fishing excursions with clients and family
  • I am very family-oriented and spend as much time with them as possible
  • My family and I love to travel both domestically and internationally

Community Participation

  • Board Member of Henderson Behavioral Health
  • Board Governor of Coral Ridge Neighborhood Association
  • Member of Rotary Club of Fort Lauderdale
  • Fathers Club St. Marks Episcopal Church Fort Lauderdale

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Experience

Education

  • Oglethorpe University; BBA
  • Nova Southeastern University; MBA

Files for Download

My Videos

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My Photos Show Thumbnails

"Catching" pin-fish from the dock.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.