Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Small Business


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination


  • Bachelor of Arts, Journalism, University of South Florida

Awards & recognition

  • Ameriprise Circle of Success, 2020

Previous experience

  • Senior Vice President, Morgan Stanley, 2012-2020

Community participation

I am a weekly volunteer at Father's Heart Ministries where I plate dinners for those in need of a meal.


I enjoy hanging out with my two adult children, who share my roguish sense of humor, and my wife - who keeps us all in line! I am an avid golfer and a long suffering Mets fan. I restore any of life's misgivings by blasting Bruce Springsteen while on the elliptical.