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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Business Retirement Plans
  • Family Finances
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I enjoy being active in sports (participant or spectator):

  • Cycling
  • Football
  • Wrestling
  • Softball

I have given 26 years of service in the US Navy to this GREAT Country and remaining connected through various veteran groups and long standing friendships is extremely important to me! The Navy's Core Values have help shape my personal belief system.

Honor - The belief in something bigger than yourself.

Courage - Courage to do the "Right" thing instead of the "Correct" thing.

Commitment - Doing what you say you are going to do.

Community participation

Fleet Reserve Association

Byron Wrestling Association

Awards & recognition

  • Fiorentino, Larson and Associates, Ameriprise Client Experience Award, 2021

Previous experience

  • United States Navy, Senior Chief Petty Officer, 1998-2015
  • Field Vice President, Ameriprise Financial, 2003-2006
  • Branch Manager, American Express Financial Advisor, 2002-2003
  • Finanical Advisor, American Express Finanical Advisor, 1998-2002