Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Investments
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • FINRA Licenses include Series 7, 63 & 65
  • Florida State Insurance License - Life, Health & Variable Annuity

Education

  • BS College of Business - University of South Florida

Interests

  • I enjoy spending weekends with the family, barbecuing or on the boat.
  • I'm an avid sport's fan and diligently support my teams by attending Tampa Bay Ray's & Lightning games.
  • Fitness is a major focus in my life. You can find me in the Gym five days a week.
  • Other interests include:

Beach Volleyball

Flag Football

Golf & Pickleball

Community participation

Calvary Chapel Worship Center

MRDT

National Day of Service

Boca Helping Hands

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2013, 2015 & 2021

Previous experience

  • Ameriprise Advisor Services, Inc., 2006-2009
  • Morgan Stanley DW, Inc., 2005-2006
  • A.G.Edwards & Son, Inc., 2003-2005

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.