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.

Get started
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.