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

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
28
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
  • ChFC® Chartered Financial Consultant®
  • Series 7 Licensed
  • Series 8 Licensed
  • Series 24 Licensed
  • Series 31 Licensed
  • Series 63 Licensed
  • Series 65 Licensed
  • Life, Health and Variable Annuity - FL, MN

Education

  • B.S. in Business Administration From Palm Beach Atlantic University

Interests

  • Coaching And Supporting Youth Sports
  • Spending Time With My Family And My Friends

Community participation

  • I coach and support youth baseball.
  • I also enjoy supporting local organizations and companies by educating their members and/or employees about financial issues.

Previous experience

  • Financial Advisor, Ameriprise Advisor Services, Inc., 1994-2009