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
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • B.S., 2005, Finance, University of Central Florida

Interests

I knew finance would be a big part of my life when I started advising my father in stock buying while I was still in high school. My US Navy years lent me opportunity to help fellow sailors with car and home purchases and money management. Twenty years later, I find spending time with my clients and helping them achieve their goals to retire well and take care of their families to be exceptionally rewarding.

My lovely wife and three active children help keep me balanced through vacations, scuba diving, and lazy pool afternoons. I also fill time with men’s Bible study, working out at the YMCA, volunteering at school, and serving at church.

Community participation

Girl Scouts volunteer

Boy Scouts of American volunteer

Professional associations

  • University of Central Florida Alumni
  • Eagle Scouts

Previous experience

  • Edward Jones, Financial Advisor, 2007-2013