Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • FL Life, Health and Variable Annuity
  • FL Long Term Care


  • Georgia Tech, BS IE, 90-94

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Boca Raton Chamber of Commerce

Previous experience

  • Chief Information Officer, Driver's Alert, Lighthouse Point, FL, 2002-2014

Community participation

Our family is very involved in the community. We attend our local church and our children enjoy a variety of fun activities such as swimming, baseball, soccer, and cheerleading.

  • Calvary Chapel Boca
  • Boca Raton Little League
  • Boca Extreme Cheerleading
  • Boca Swim
  • Boca Raton Soccer
  • East Boca Tackle


  • Family, Finance, The Caribbean, Architecture, Beach, Running, Stretching, Church.