My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More...

Community Participation

  • Gator Exchange Club, member 1992-2006 and board of directors 2003-2005, Gainesville, FL
  • Save the Chimps, board of directors and secretary 1997-2006, Ft. Pierce, FL

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

Professional Associations

  • Financial Planning Association