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
35
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
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • United States Navy, Petty Officer, 1969-1973 VietNam

Community participation

  • Trustee, Public Safety Pension Board, Village of Tequesta
  • Past Trustee, General Employee Retirement Pension Board, Village of Tequesta
  • Past Planning and Zoning Board Member, Village of Tequesta
  • Seniors vs. Crime Program, Volunteer, Tequesta

Interests

  • Public safety and well being of community residents
  • Volunteering in local community activities
  • Crime Prevention
  • Music and Concerts