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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investments
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • FL. & MI. licensed for Variable Annuities, Accident & Health and Life Insurance
  • Series 7, 8, 31, 63, and 65 Registered

Education

  • MBA - Wayne State University, August 2004
  • BA - Marketing - Michigan State University, May 1993

Awards & recognition

  • Five Star Wealth Manager, 2016
  • Ameriprise Client Experience Award, 2020
  • Windward Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Beach Cleanup! 2021 Clearwater ☀️
Beach Cleanup! 2021 Clearwater ☀️

Toys for Tots

Feeding America

Paint Your Heart Out Tampa

The Humane Society of Tampa Bay

The Great Westchase - 10k, 5k and Fun Run

Interests

My wife and I celebrated our 19th wedding anniversary this past year! We have a son Sawyer who is 15 and a daughter Sophia who is 17. As a family, we enjoy spending time together boating, traveling and going to concerts. We also have 2 small dogs - "Letter" and "Nico".

With two teenagers, much of our free time relates to school and various sporting activities that Sophia and Sawyer are involved in. I also enjoy playing the piano, exercising, reading and spending time with friends.

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.