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

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
24
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
  • SERIES 6,7,63,65,24, LIFE AND VARIABLE ANNUITY LICENSES

Education

  • Bachelor of Science Finance, Arizona State University, 1999

Interests

In order to have a active life, my wife Kaitlin and I are elite athletes and we enjoy a healthy lifestyle of fitness and competition in running and triathlons. One of my recent accomplishments was the qualification to the Ironman World Championship in Kona, HI on October 2021. In 2008, I was fortunate to be named in the worldwide publication Men’s Fitness Magazine as one of the “25 Fittest Guys In America” summer issue. I love spending time with my wife Kaitlin and son Christopher, so much we all ride into work each day since my wife runs a PT clinic next door. You can find us with our son enjoying the beach life and active lifestyle in FL.

Community participation

South Brevard Sharing Center

Rotary Club of Melbourne Beach

Various triathlon's and running races to benefit charity

Running Zone Foundation

Coastal Boxer Rescue

Satellite High Track Refurbishment

Power of Pizza Charities

Ameriprise National Service Day

Awards & recognition

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.