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

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC Chartered Financial Consultant
  • CLU Chartered Life Underwriter


  • MSFS 2014 The American College
  • BA 1998 Flagler College

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Ameriprise Chairman's Advisory Council, 2008, 2009, 2011
  • Ameriprise Circle of Success, 2003-2022

Community participation

  • I was born and raised in Florida and still have strong ties to this area of the country. My wife Kate and I started the James R. Frash Endowment Fund for Business Administration at Flagler College. This endowment fund is for young aspiring adults who have shown a strong moral character and a passion for business and finance. I believe strongly that this institution has helped shape my career. My wife and I enjoy working to help ensure that this endowment and Flagler College can continue to help young professionals succeed in the world of business and finance.


  • I enjoy fishing offshore, scuba diving, boating, and traveling. Often I will try to incorporate these activities in a yearly trip over the winter holidays. My family will most often travel with me as they have become avid participants in these activities and it allows us to spend some quality time together.
  • On any typical weekend, you can usually find me spending time with my wife Kate and my daughters Raegan, Kennedy, and Madison.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.