Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits
47
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA with high honors - University of Notre Dame May 1971

Interests

My wife, Donna, and I moved to Dunedin in 1978 along with our two children. It was a joy when in 2003 my son, Patrick, joined with me in our financial planning practice.

We believe strongly in family and service to our community, and have demonstrated this commitment through our record of leadership in community groups.

We are passionate baseball fans. Our daughter, Janette, worked for the Toronto Blue Jays for ten years. She now operates her own event planning business.

Donna and I love to travel, for in travel we learn from other people and cultures, and garner a deep appreciation for all the blessings which have been bestowed upon us.

Community participation

Dunedin Fine Art Center - Past President, Member of Advisory Council

Dunedin Chamber of Commerce - Past President, Member

Dunedin Toastmasters - Past President, Member, Distinguished Toastmaster

Rotary Club of Dunedin - Past President, Member

Dunedin Council of Organizations - Past President, Member

Pinellas Health Facilities Authority - Chairman

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Awards & recognition

  • Ameriprise Circle of Success, 2013-2020

Professional associations

  • American Intitute of Certified Public Accountants (AICPA)

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.