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

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

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Community participation

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Music Foundation of Greater Naples, Literacy Volunteers of Collier County, Susan G. Komen & NCH Safe & Healthy Children's Coalition .

Previous experience

  • First Union Brokerge Services Inc., 1994-2000
  • First Union Securities, Inc., 2000-2002
  • Banc of America Investment Services, Inc., 2002-2009
  • Fifth Third Securities, Inc., 2009-2011
  • Merrill Lynch, Pierce, Fenner and Smith Inc., 2011-2018