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

  • Investments
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Associate in Arts, Tallahassee Community College, 1997
  • Bachelor of Science in Accounting and Finance, Florida State University, 2000
  • Bachelor of Science in Real Estate, Florida State University, 2004

Interests

  • Spending time with my wife and 5 five kids (4 daughters, 1 son)
  • Wakeboarding and kneeboarding at Lake Mystic
  • Running marathons. I finished my first marathon in Jacksonville, FL in 2004 and since then have completed 4 others and 4 half-marathons
  • Working out
  • Playing in an adult softball and flag football league
  • Coaching my children's athletic teams

Community participation

Assistant Scoutmaster for the Boy Scouts of America, Sponsor of Ronald McDonald House Charities Tallahassee, Coach of youth soccer team, Coach of youth baseball team, Coach of youth Pop Warner football team, Coach of youth softball team, Coach of youth flag football team, and church youth advisor.