Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Tax Planning Strategies
  • Retirement Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFA® Certified Military Financial Advisor®
  • Series 7, 9, 10, 63. 65


  • Bachelors of Science Degree, Math and Economics, Vanderbilt University, Nashville, TN

Awards & recognition

  • Ameriprise Client Experience Award, 2021 & 2022

Professional associations

  • Financial Planning Association
  • NFLPA Registered Financial Advisor
  • Jacksonville Business Professionals
  • Ponte Vedra Beach Rotary Club
  • National Eagle Scout Association
  • Knights of Columbus 4th Degree
  • Navy League

Previous experience

  • Wells Fargo Advisors, 2011-2021
  • Merrill Lynch, 1993-2011

Community participation

 - Community participation photo

Creeks Athletic Association - Julington Creek Baseball


Active youth Coach at Creeks Athletic Association since 2002. Coached over 1000 kids from 5 years old to 18 years of age in soccer, tackle football, flag football, basketball, softball, and baseball. 2009 softball allstar team has won state & regional championship and JCB baseball teams have won 7 state championships. Many athletes have gone on to play college sports as well.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.