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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Bachelor of Science, Mechanical Engineering, MIT, Cambridge, MA
  • MBA, University of Florida, Gainesville, FL

Previous experience

  • President, Phelps Product Development LLC, Orlando, FL, 2011-2016
  • SVP, Process Technology & Product Engineering, CHEP, Orlando, FL, 2002-2010
  • VP, Product Development, Mattel Inc., El Segundo, CA, 1998-2002
  • Engineering Group Manager, Rain Bird, Azusa, CA, 1996-1998
  • Project Officer, United States Air Force, San Bernardino, CA, 1986-1990

Interests

  • Volunteer Opportunities
  • Biking
  • Kayaking
  • Fishing