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
24
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
  • Cash Flow Management Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelors Degree, Liberal Arts, University of Florida, Gainesville, FL

Previous experience

  • Associate Vice President with Wells Fargo Advisors, 2011-2020

Community participation

Here at Ameriprise we volunteer twice a year to the Palm Beach County Food Bank and St Anne's Place as part of our Annual Day of Service, to help families in the community. I became involved in the volunteering once I joined Ameriprise back in June 2020. I am also a member of the Jupiter Country Club where I golf frequently.

Interests

Tennis

Golf - Golf frequently at Jupiter Country Club

Fishing - I love fishing out off of Jupiter Inlet

Biking