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

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
12
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

Education

  • BS in Business Administration, Management, University of Florida, Gainsville, Florida

Interests

I love spending time with my wife Cayce and our son Thad. We spend lots of time outdoors as a family and love to travel.

I enjoy mountain biking at Santos Trailhead, camping with friends, reading, and going to see live music.

Community participation

Ocala Mountain Bike Association (lifetime member)

Member of Good News Church

UF Alumni Association (lifetime member)

Ocala Gator Tip Off Club

Ambleside Middle School Student Mentor (2012 till present)