My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • Playing Golf
  • Fishing - Inshore & Offshore
  • Florida Gator Athletics

Community Participation

Kiwanis Club of Dade City

Greater Dade City Chamber of Commerce

7
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Insurance
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Charitable Giving

Education

  • Bachelor of Science, The University of Florida