Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FL - Life/Health/Variable Annuity

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Financial Advisor, Intersecurities, Inc., 2007

Community participation

Paint Your Heart Out, Tampa is a city-wide program that enables citizens, businesses, clubs, and organizations to lend a helping hand to low-income, elderly citizens in our community. Over the past 23 years, volunteers and sponsors have given of themselves to paint the homes of more than 2.300 grateful and deserving homeowners.

Interests

Fishing, boating and family.

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.