Advisor profile


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  • Transfer funds, and much more
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21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts- Pre-Med, Sociology, University of Miami, 2000

Awards & recognition

  • Five Star Wealth Manager, 2014-2024
  • Wisdom Pointe Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Community participation

Judge: InvestWrite (Foundation for Investor Education)

Interests

  • Spending time with my wife and kids
  • First Degree Black Belt in Sansei Isshinryu
  • Soccer, International Travel, Running in 5k events