Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
40
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
  • Small Business
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • LUTCF® Life Underwriter Training Council Fellow℠
  • CLU® Chartered Life Underwriter®
  • Master of Business Administration

Education

  • CFP - Certified Financial Planner; College for Financial Planning, Denver, CO
  • MBA - Finance; Crummer Graduate School of Business, Rollins College, Winter Park
  • BS - Education; Florida State University, Tallahassee, FL

Awards & recognition

  • Ameriprise Circle of Success, 2003 - 2016
  • Ameriprise Diamond Ring Club, 2014
  • Five Star Wealth Manager, 2016

Community participation

I am the "Medicine Man" for the Central Florida YMCA Eola Federation and Y Guides. This means I am the "Story Teller" at our campouts where the children love ghost stories by a bonfire;

I am a volunteer volleyball coach for The Christ School, Orlando, FL - Girls' Middle School volleyball team.

Interests

I have lived in Orlando since 1982. I am family oriented and consider my practice my extended family. My wife Terri and I have been married 36 years and we enjoy traveling and boating.

  • Love to enjoy tranquil sunsets
  • Passionate about scuba diving and spearfishing.
  • Camping with my family and friends.
  • Coaching middle school children in volleyball.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.