Advisor profile


My approach

As an advisor, I’m really in the relationship business. I believe my clients appreciate my ongoing commitment to be a great listener and my ability to create solutions that specifically help address their needs, wants, and wishes.

Earlier in my career I developed a depth of knowledge about tax liability and planning issues as a Tax Manager of a Fortune 500 company, where I saved the business more than $250 million dollars in taxes. I believe this experience is invaluable to my clients today, because I bring a wealth of knowledge about both the asset and liability sides of the balance sheet – as well as the cashflows that connect them. This perspective directly affects the recommendations I make. Ameriprise Financial is not a legal or tax advisor, and as a representative of Ameriprise Financial, I do not provide tax or legal advice.

I have spent the past sixteen years guiding clients through the intricate process of orchestrating their financial instruments to play their sheet music in greater harmony. My philosophy is simple: I want to understand what you want out of life so we can plan your money around it. There are many creative ways to support the lifestyle you desire; it’s a matter of taking the time to listen and do the strategic work and having your mind open to new possibilities.

3065286ACMR0520

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Saving for Education
17
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

  • MBA, Master of Business Administration, 2000, Indiana Univeristy, New Albany, IN
  • BSBA, Bachelors of Science in Business Administration, Accounting Major, 1993, Louisville, KY

Interests

Food & Wine ( cooking or dining out)

Tennis

Running

Hunting & Fishing

Active outdoor lifestyle

Tampa Bay Lightning Hockey

Indianapolis Colts Football

Community participation

Member of Manatee Chamber of Commerce

Social Committee Member of Marina Walk at Harbour Isle

Awards & recognition

  • Ameriprise Circle of Success, 2020
  • Ameriprise Client Experience Award, 2020

Previous experience

  • United States Army Reserve, Sargent, Calvary Scout, Instructor, Paratrooper Qualified, 1988 - 1998
  • Wells Fargo Advisors, 2009 - 2019
  • UBS Financial Services, 2004 - 2009
  • Global Director of Tax, High Speed Access Corporation, 2000 - 2002
  • Tax Manager, United Parcel Service, 1992 - 2000

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.