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
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Business Retirement Plans
  • Saving for Education
  • Investment Management
  • Small Business

Qualifications

  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law
  • Florida Life, Health, and Variable Annuity License

Previous experience

  • Cutco Sales Professional, Cutco Cutlery - Reed Between The Knives, Tampa, Florida, 2004-2024

Who I Help

Helping small business owners, commission earners and self-employed professionals grow, protect, and structure their money now and for the future.

Community participation

Ameriprise National Day of Service

Interests

Born and raised here in Tampa, I enjoy spending time with family first and foremost. Love a good Napa Cabernet with a steak grilled on my Big Green Egg or maybe a pour of bourbon and a cigar with the Bucs game on as well.