My Approach

It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.



I love all Tampa and Philadelphia sports teams. I enjoy performing arts and love to travel. I Graduated from Temple University in Philadelpia. Love to go out to dinner with friends to catch up and laugh about all the funny things life has to offer! I am a very proud father of Jessica, a graduate of Georgetown and Kyle, a Brown University graduate. Be Bullish On Life!!

Community Participation

Jason Ackerman Foundation, Sponsor

Dixie Little League, Sponsor

Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Saving for Education


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Awards & Recognition

  • Ameriprise Chairman's Advisory Council, 2002-2011
  • Ameriprise Hall of Fame, 2005
  • Ameriprise Diamond Ring Club, 1999


  • Temple University, BA, 1982-Criminal Justice-Pre Law

Professional Associations

  • Tampa Bay Professional Group

Files for Download

My Videos

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    "Helping People."

    I try to be a very active listener when I'm with my clients, and by being an active listener and trying to understand what my clients are trying to achieve, we actually crystallize what those goals ar


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.



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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.