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

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP, CERTIFIED FINANCIAL PLANNER practitioner

Education

  • Bentley College, Waltham, MA, B.S., 1983, Marketing Management

Interests

  • Enjoy triathlons, biking, basketball, skiing, chess and dominoes.

Community participation

  • UCF Board of Trustee Emeritus Status Designation, 2010, University of Central Florida, Orlando, FL
  • Orlando Health -Past Member of Board of Directors, Orlando, FL
  • Prospera - Member of the Board of Directors and Chairperson, Orlando, FL
  • 25 Influential Hispanics in Central Florida Award, Hispanic Chamber of Commerce of Metro Orlando, 2012
  • Lifetime Achievement Award, Hispanic Chamber of Commerce of Metro Orlando, 2007
  • Above and Beyond Award, American Red Cross of Orlando Florida, 2004

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2022
  • Ameriprise Circle of Success, 2005-2020
  • Ameriprise Chairman's Advisory Council, 2006-2019
  • Barron’s Top 1,200 Financial Advisors, 2020
  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Hall of Fame, 2007

Professional associations

  • Financial Planning Association

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.