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

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • CRPS® Chartered Retirement Plans Specialist℠

Education

  • BA, Psychology/Business, University of Tennessee, Knoxville TN
  • MBA, University of Tampa, John H Sykes College of Business, Tampa FL

Interests

I enjoy practicing J iu Jitsu, hiking, biking, relaxing at the beach and studying the markets. Spending time with my wife Camie and our two children, Sebastian and Elizabeth.

Community participation

Metropolitan Ministries

Previous experience

  • UBS Wealth Management - Vice President, 2014 - 2019
  • Morgan Stanley-Executive Financial Services Director, 2004 - 2014