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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CSRIC® Chartered SRI Counselor
  • Series 7, 8, 63 and Florida Life, Health & Variable Annuity (FL 215)

Previous experience

  • Financial Advisor, Managing Director, Ameriprise Financial, 2017-Present, Melbourne, FL
  • Sr. Portfolio Manager, Sr. Vice President, Painewebber Aquired by UBS, 1999-2017, Melbourne, FL
  • Vice President Investments, AG Edwards, 1985-1999, Melbourne, FL
  • United States Army, 1976-1980

Community participation

Board of Directors - Brevard Symphony Orchestra

Sea Turtle Conservancy

Interests

Underwater Photographer, I will be shooting photos of the wrecks and ruins in the Greek Isles this fall.

I play the Fiddle, mostly blues and Bluegrass with a little Rock and Classical thrown in for good measure.

I fish, play with the dogs and mostly try to do the right thing.

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.