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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies


  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠


  • University of Utah-BS Marketing


I am a proud husband to my wife Heather and father to our two beautiful daughters Melissa & Samantha. I enjoy our family time more than anything else and my oldest daughter is especially interested in the ocean which allows us to enjoy the local beaches and aquariums often. We always stay active and playing tennis keeps us all fit. We love to travel as a family as well and especially enjoy road trips around our great state of Florida. We also like to get involved in our local community and have a special affinity for our local Girls Inc. organization.

Community participation

Girls Inc.

  • Big Brothers Big Sisters of Pinellas County

Awards & recognition

  • Ameriprise Circle of Success, 2017-2021

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.