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 Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

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.

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.

Awards & recognition

  • 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

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.