Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Retirement Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Small Business


  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care


  • Northeastern University - BS Finance

Awards & recognition

  • Five Star Wealth Manager, 2012-2014
  • Ameriprise Circle of Success, 2006-2009, 2013-2020
  • Ameriprise Diamond Ring Club, 2021

Community participation

  • Making Strides Against Breast Cancer of Southwest Florida
  • Wounded Warriors Fund Raising
  • Keep Collier Beautiful
  • Junior Achievement
  • Special Olympics
  • Florida Gulf Coast University Career Roundtable


  • Boating and Beach time help me recharge. Active rest and 3-day weekends are my favorite get aways.
  • Working Out. A new to CrossFit junkie, Basketball, Flag Football, Mud Runs (Savage Race, Tough Mudder, etc...).
  • Spending time with family and friends is best at home or on the boat.

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.