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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 Licensed
  • Series 66 Licensed
  • Life, Health and Variable Annuity Licensed

Education

  • B.A. 1990, North Carolina State University, Raleigh, NC

Awards & recognition

  • Ameriprise Circle of Success, 2010

Previous experience

  • Merrill Lynch, Novermber 2003 - July 2009
  • Verizon, September 1999 - November 2003

Community participation

  • Member of the Miller Golf League
  • Volunteer with Big Brothers Big Sisters Tampa Bay

Interests

  • Spending Time with My Wife and Two Daughters
  • Getting out on the Golf Course as Much as Time Allows
  • Traveling Both Domestically and Abroad
  • Deep Sea Fishing for Grouper on The Gulf of Mexico
  • Traveling to Hilton Head Island, SC and The Greater New York Area to Spend Time with Family