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

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

-Triathlon racing, compete in local events here in Tampa, St. Pete, and Clearwater. Have been racing for 5+ years now. You'll find me on the weekends riding my bike up and down Bayshore Boulevard in Tampa.

-1x IRONMAN finisher, IM Arizona 2014

-Running; ran track at Sickles High School in Odessa.

-Travel; have family in Brazil and Italy.

-Cigars

-Golf; Favorite Courses: Temple Terrace, TPC Tampa Bay, Pebble Creek, World Woods.

-Love the craft beer scene in Tampa. My family members work at breweries in the area and am helping my brother and cousin start their own brewery in either Seminole Heights, Downtown Tampa, or Ybor City.

Community participation

Children's Cancer Center (Tampa) - Helped run a soccer clinic for the kids at the Tampa location on Westshore.

India International Film Festival (Tampa) - Was the emcee for 2 years when the festival was held in Ybor City and Channelside.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

Previous experience

  • District Sales Manager, Cutco Cutlery, Tampa, FL, 2003-2010
  • Sales Executive, World Triathlon Corp (Ironman), Tampa, FL, 2012-2014
  • National Sales Manager, Silverback, Tampa, FL, 2014-2015