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 Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠
  • CLTC® Certified Long Term Care®

Education

  • BS, Economics, Virginia Tech, Blacksburg VA

Interests

I am an avid sports fan. If I could choose only one sport to watch or play, it would be rugby. I played rugby for 24 years at the men's club level before switching to coaching. I was fortunate enough to coach the Tampa Men's Rugby Club to the D2 National Championship in 2010. Now that I have retired completely from rugby, I enjoy bike riding with my wife, Donna and daughter, Shae. We also enjoy spending time out on the water whether it be boating, kayaking or paddleboarding.

Community participation

Rotary Club of Lakeland South, President Elect

Lakeland Volunteers in Medicine, Vice Chairman

Leadership Lakeland Class XXXV

Tampa Bay Krewe Rugby Coach, 2008 - 2011