Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

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

Qualifications

  • 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

    Professional associations

    • Boca Raton Chamber of Commerce

    Previous experience

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