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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CPWA® Certified Private Wealth Advisor®
  • CPWA® Certified Private Wealth Advisor

Education

  • BSBA, Eastern Nazerene College, Boston MA, 1984
  • Electrical Engineering Associates, Community College of the Air Force, 1980

Awards & recognition

  • Joseph Grund & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Chairman's Award for Excellence Winner, , 2020

Previous experience

  • Financial Advisor, Oppenheimer & Co, 2008-2012
  • Financial Advisor, Prudential Securities Inc, 1998-2002
  • Financial Advisor, Citigroup/Smith Barney, 2002-2008

Community participation

I am an active sponsor of Kids in Distress, and host an annual charity golf event to raise funds and awareness for this important effort. Kids in Distress is a non-profit organization out of South Florida whose mission is to prevent child abuse, and treat children who have been abused and neglected.

Interests

I enjoy golf,travel, and all types of music. I work within my community for Kids in Distress, a local charity effort here in Florida, as well as MBS Music benefitting students here in Palm Beach county. I also enjoy reading, fiction and non-fiction, cruises, and I'm always sharing great book ideas with my clients and friends.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.