Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Family Finances
  • Domestic Partner Planning



Awards & recognition

  • Ferreira Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ferreira Wealth Group, Ameriprise Client Experience Award, 2023

Community participation

  • Juvenile Diabetes Foundation, volunteer, Jacksonville, FL and Orlando, FL
  • Junior Achievement, Jacksonville, FL
  • Rotary Club of Mandarin, Jacksonville, FL
  • Mandarin High School SAC (School Advisory Council)


Rotary Youth Exchange

Mandarin High School Interact Club




Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.