Advisor profile


What you can expect when you work with me

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.

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

  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Charitable Giving
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A. in Journalism from The University of Central Florida: 1992

Awards & recognition

  • Lenssen Wealth Management Group, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Previous experience

  • Branch Manager, Raymond James, Daytona Beach, FL, 2007-2020
  • Vice President, Wachovia, Daytona Beach, FL, 2003-2007
  • Financial Advisor, Smith Barney, Daytona Beach, FL, 1997-2003

Community participation

Board member and Endowment Chair of the Volusia County Public Schools Futures Foundation Custom Content

Interests

  • Family
  • Community Participation
  • Volunteering