Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Saving for Education
  • Cash Flow Management Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • The Florida State University, Bachelor of Science in Multinational Business

Interests

During my spare time I enjoy outdoor activities with Family and friends. Additionally, soccer has been a passion of mine and have been playing since the age of five. Also, greatly enjoy watching my son play as well as coaching children.

Community participation

I coach in the US youth soccer league in SWFL.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016 and 2017

Previous experience

  • Summit Brokerage Services, Inc, 2011-2016
  • Commonwealth Financial Network, 2006-2011
  • UBS Financial Services, Inc, 1998-2006
  • Pruco Securities Coroporation, 1993-1998