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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Miami University
  • Bachelor of Science in Business, Finance
  • 1994

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016
  • Ameriprise Circle of Success, 2020

Interests

Married Karuna in September 1999. We have two sons , Neal born in 2004 and Krish born in 2005.

Have lived in Fort Myers since 1996.

I enjoy coaching my kids' sports teams and playing golf and watching football.

Two Shih Tzus, Chip and Z

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.