Advisor profile


My approach

It’s never too early to begin thinking about leaving a legacy. I provide my clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner (CFP)
  • Certified Long Term Care (CLTC)

Interests

*Boating

*Landscaping

*Home Renovations

*Community Outreach

Community participation

  • The Beth Dillinger Foundation, Board of Directors
  • PACE Center for Girls, sponsor
  • Police Athletic League, sponsor
  • Boys & Girls Clubs of Suncoast, sponsor
  • Ready for Life, sponsor
  • Feeding America, sponsor

Awards & recognition

  • Ameriprise Hall of Fame, 2018
  • Diamond Ring Club, 2006
  • Ameriprise Circle of Success, 2005-2019

Professional associations

  • Financial Planning Association