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

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Estate Planning Strategies
  • Charitable Giving
21
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℠
  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Central Florida, 2001, BA

Interests

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 occasionally. My children are involved in basketball, golf, 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 break, my family and I hosted a little girl from Ukraine, named Dasha. She is truly a beautiful and sweet girl!

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

Awards & recognition

  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2021
  • Ameriprise Circle of Success, 2003 - 2021
  • Five Star Wealth Manager, 2013, 2014, 2015, 2016

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.