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
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Family Finances
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 66 License
  • Series 31 License
  • FL Life, Health, Var. Annuity License

Education

  • BS Degree, Aviation/Business Management, Daniel Webster College, Nashua,NH

Interests

I enjoy spending time with my wife Denise, children, family and friends.

I enjoy playing drums, listening to music, watching movies, swimming, going to the beach, fishing, flying airplanes, and drawing.

Community participation

Executive Officer/Treasurer of Central Brevard Humane Society 2005-2007

Professional associations

  • Linkedin
  • Cocoa Beach Chamber of Commerce