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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Business Degree from Gordon College in Wenham, Massachusetts - 1986

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Professional associations

  • North Palm Beach Chamber of Commerce

Community participation

I've been an active member of the Boy Scouts of America for over 11 years, and currently serve on the committee for the Sportsman's Grand Jamboree and the Sporting Clays Invitational.

Interests

Family is the most important aspect of my life. I have three boys, Jason, Jonathan and Justin with ages ranging from 18 to 21. I live with my wife, Ruth, and my youngest son in Tequesta, Florida where I've lived for over 27 years. My hobbies include trap shooting and sporting clays and I've been an active member of the Boy Scouts of America since 2002. I enjoy the outdoors and I am also a big football fan.