Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Estate Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Domestic Partner Planning
  • Charitable Giving
19
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℠
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelors of Science, 1999, Psychology from the University of Florida

Interests

Spending time with my wife and three boys playing baseball, snowboarding, traveling, and most any other activities that keep me active & outdoors. I also enjoy racquetball, circuit training, and supporting our amazing local community.

Community participation

  • I'm proud to have had the opportunity to help educate our young adults, preparing them for the realities of life after High School through the Viera High School Academy of Business & Finance. I also was privileged to serve on their Advisory Board from 2008-2015 & active Chair from 2009-2015.
  • Additionally, my wife and I are passionate about keeping young children physically active and have facilitated this by coaching our own boys' youth baseball teams (they're now all in Travel Ball), leading beach workouts, and simply encouraging their outdoor lifestyles.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013-2020
  • Ameriprise Client Experience Award, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.