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

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
29
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
  • 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

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!