Advisor profile

What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CIMA® Certified Investment Management Analyst®


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


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