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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investment Management

Education

  • Bachelor of Science in Business, University of Florida

Awards & recognition

  • Five Star Wealth Manager, 2017, 2019, 2020, 2022 and 2023
  • The Seidel Group, Ameriprise Client Experience Award, 2021 - 2023

Previous experience

  • Vice President-Wealth Management UBS Financial Services, Inc., 2005-2016
  • Vice President-Investments, Morgan Stanley, 1996-2005
  • Financial Advisor, J.C. Bradford & Company, 1994-1996

Community participation

Camp Twin Lakes (Annual Spin for Kids) www.spinforkids.org

Interests

Road bike cycling, traveling and reading

My photos

5 albums
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