Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

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

Qualifications

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

Education

  • Georgia Tech, BS IE, 90-94

Interests

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

    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