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

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


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


  • BS, Economics, Virginia Tech, Blacksburg VA

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


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.