Advisor profile


What you can expect when you work with me

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.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors in Finance, 1993, Florida State University

Awards & recognition

  • Ameriprise Circle of Success, 2011
  • Ameriprise Client Experience Award, 2020
  • Oceanview Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

I am a part of ongoing community participation with the following groups:- Loggerhead Marinelife Center Beach Clean Up- Palm Beach County Food Bank - North Palm Beach Chamber of Commerce

Interests

  • I love spending time with my family, we laugh a lot...
  • I met my wife Mary when we both lived in Palm Beach in 1999.
  • Our beautiful home is in Jupiter, which makes my office commute real easy.
  • My wife is a successful writer and a television producer.
  • We adopted a baby girl(she was 3 days old when we brought her home!) in the Summer of 2010.
  • Her name is Skylar Blake and she is such a wonderful addition to our family.
  • The other members of the Loder family are our cat Emily and our greyhounds Stanley & Violet.
  • My love for golf makes South FL the best place to live thanks to the year round sunshine.
  • I also enjoy traveling, history, and running.