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.

Get started
25
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
  • Investment Management
  • Tax Planning Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Client Satisfaction Score (Top Score), 2012-2013

Community participation

    I have been active in the Kiwanis Club of Palatka since 2001. Serving in many roles currently focused on Palatka High School football concessions with 100% of the proceeds going to the athletic department and to scholarships for graduating seniors. Approximate proceeds equal $10,000 per year.
    I served as the Relay for Life event chair for 2012 and 2013. We exceeded our fundraising goals for both years.

Interests

  • I enjoy going out to dinner and a movie with my lovely wife Melissa.
  • I like college football. Football season is my favorite time of the year.
  • I am actively involved with many projects to assist the people and businesses of Putnam County.