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

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • M.S., 1982, Industrial Hygiene, University of Pittsburgh
  • B.S., 1975, Medical Technology, University of Pittsburgh


  • M.S. , 1982, Industrial Hygiene, University of Pittsburgh, Pittsburgh, PA


Golf, boating, and recreational target shooting.

Community participation

  • Juvenile Diabetes Research Foundation
  • JDRF Treasure Coast Walk Chairman; Stuart, FL
  • Palm City Chamber Member
  • Indiantown Chamber Member
  • Stuart Youth Soccer League Coach

Professional associations

  • Million Dollar Round Table
  • Financial Planning Association