Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
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
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Intergenerational Planning

Education

  • BS Bachelor of Science, Finance, University of Colorado

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Financial Advisor, FPS, Morgan Stanley, The Woodlands, TX, 2012-2020
  • Director of Fixed Income Trading, Montecito Advisors, Boca Raton, FL, 2012-2012
  • Vice President, FMSbonds Inc., Boca Raton, FL, 2007-2012
  • Licensed Fixed Income Trading Specialist, WM Financial Services Inc., West Palm Beach, FL, 2005-2007
  • Institutional Sales & Trading, Account Executive, J.P Turner & Company L.L.C., Boca Raton, FL, 2004-2005