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.

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

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Wealth Preservation Strategies


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


  • California Polytechnic State University-San Luis Obispo , B.A., Finance and Econ

Professional associations

  • Rotary Club of St. Petersburg
  • Board of Science Center, St. Petersburg

Community participation

  • Former Sunset Rotary Club of St. Petersburg- Foundation President, Foundation Board of Directors, Club Member
  • American Cancer Society of St. Petersburg - Sponsor
  • Pet Pal Animal Shelter in St. Petersburg - Sponsor
  • Wounded Warrior Project - Sponsor
  • Former Science Center of Pinellas County in downtown St. Petersburg- Director, Board of Directors


  • Sporting Events - I love going to see our local teams, especially the Rays in St. Petersburg and the Bolts! There is no shortage of chances to get out and play some golf here in St. Pete either!
  • Outdoors - The beach, boating, fishing (saltwater and fresh) . There is some great offshore Grouper fishing not far out in the gulf.
  • Non-Profit Volunteering and Board Membership - Currently on the Board at the Science Center of Pinellas Count, and I am the Foundation President of the Sunset Rotary Club of St. Petersburg.
  • Food, Wine, and Travel - Combine any of those two and its a good time, but combine all 3 and thats my perfect vacation.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.