Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investments
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS in Business Administration Finance, Minor in Entrepreneurship - University of Florida, May 2013

Interests

I married my college sweetheart, Michele, in July of 2015. Our goal is to enjoy every moment of life by experiencing all that the world has to offer. Whether we are hiking, kayaking, or gardening in our backyard, we love to be active together.

We have been fortunate enough to embark on many great trips. We have loved our cruises, the differences in cultures we experienced in Germany and Italy, and the serenity and beauty during our hikes in the Grand Canyon and Zion National Park.

Michele and I have been a family of four with our two Labradors, Champ and Bubba for some time. However, we welcomed our first child, Caroline on August 1st!

Community participation

I have always believed that we can make a great impact on the world by impacting children during their formative years. Growing up, I was active in sports and learned great life lessons from my many different coaches. During my time in Pinellas County, I followed suit by coaching little league baseball.

I am also involved as a member of the Dunedin Chamber of Commerce.