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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • CLTC® Certified Long Term Care
  • REBC® Registered Employee Benefit Consultant
  • CAS® Certified Annuity Specialist®
  • CMFA® Certified Military Financial Advisor®
  • Series 7, Series 66, Life, Health, and Variable Annuity Licenses


  • Florida State University - Major: English Literature; Minor: Communications

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

  • Founder, President, and Fundraising Director of the Non-Profit Organization: Student Athlete Scholarship Organization (SASO). Founded September 16, 2010.
  • Seminole Club of Broward County for the betterment of Florida State University.
  • Member on the 1999-2000 Florida State University National Chamionship Football Team (Offensive Guard)
  • Financial Education Events and Seminars to further educate clients, referrals, and guests on economic and market conditions so they feel secure and updated on their current financial position.
  • Spending time with family, friends, and loved ones.
  • Exercise through weight lifting and cardiovascular training


  • Professional Growth and Development
  • Personal Growth and Development
  • Literature
  • Reading
  • Current Events (group discussions)
  • Culinary Arts
  • Exercise
  • Cycling
  • Nutrition
  • Politics
  • Sports