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
30
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, 2020-2021
  • 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!

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.