Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

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.

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.

Awards & recognition

  • Ameriprise Client Satisfaction Score (Top Score), 2012-2013
  • Ameriprise Mercury Award , 2000