Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

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

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Estate Planning Strategies
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • University of Central Florida, 2001, BA in Business

Awards & recognition

  • Nona Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2022
  • Ameriprise Circle of Success, 2003 - 2021
  • Five Star Wealth Manager, 2013 - 2016

Community participation

Member of the Porsche Club of America (Florida Citrus Region)

Founding Member of the East Side Cycle Club

Former Chairman of the Board for Avalon Park YMCA

Member and Eucharistic Minister at St. Stephen Catholic Church


During my spare time, I love spending time traveling with my wife, Mayra, and our 3 children, Maddox, Tyce and Presley. Philanthropic work as a family is at the forefront of our core values. I also enjoy working out and playing golf with my friends. My children are involved in wrestling, rowing, dance and piano - my wife and I enjoy attending all of their sporting events and supporting their passions. I like high performance driver's ed events and I love all things old and new about Porsche. Over the Summer and Christmas breaks, my family and I have hosted a teenage girl from Ukraine, named Dasha. She is truly a beautiful and sweet soul!

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.