Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of South Florida B.S. Business Administration 1993

Interests

Outside of work, I enjoy being active with my wife Haley, and daughter, Ava. We love to do 5k’s together and bring our yellow lab, MaggieMae, to the beach. We are animal lovers and also volunteer at Big Dog Ranch Rescue in West Palm Beach, helping rescued pups find great homes.

We enjoy traveling to the mountains and would love to make our way to Italy for a family vacation. Other activites that I love and wish I had more time for are reading, walks on the beach and learning to cook new things.

Community participation

  • Big Dog Ranch Rescue - Volunteer