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
  • Retirement Income Strategies
  • Family Finances
  • Investments
  • Insurance
  • Estate Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • Bachelor of Science Degree in Finance, Florida State University

Education

  • Florida State University, Bachelor of Science in Finance

Interests

    • Wife Meg and I enjoy traveling and downtown Orlando living.
    • Recently we have traveled to London, Paris, and hiked a portion of Hadrian’s Wall. We look forward to more adventure!
    • I am a proud grandfather of two. Alba and Carter bring much joy and laughter.
    • I enjoy playing golf and racquetball.

Community participation

Lighthouse Central Florida, Board Chairman

Lighthouse Works, Inc, Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2002-2011
  • Five Star Wealth Manager, 2012, 2013, 2015, 2016