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

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • FINRA Series 7 License
  • FINRA Series 66 License
  • Health & Life (including Annuities & Variable Contracts) Insurance License


  • Duke University, Bachelors, Political Science


Fishing, cruising the Intracoastal Waterway, beaching, or docking at one of our favorite restaurants like Jetty's in Jupiter, boating as a family is one of our favorite activities. Just about every weekend we take our Boston Whaler the "Cleared Hot" in Lake Worth Lagoon in North Palm Beach and set out for a beautiful day on the water. I enjoy golfing at the Jupiter Hills Club in Tequesta whenever possible and I'm a fan of American muscle cars (I have 1970's Ford Mustang Mach 1 that I've owned for about 15 years and restored myself). When we can get away myself, my wife and daughter love to ski and snowboard in Park City Utah.

Community participation

West Palm Beach Friends of Fisher House - Supporter

Duke University Alumni Association - Interview Admissions Volunteer

Delbarton School Alumni Association - Patron and Volunteer

Jupiter Hills Club Member - Tequesta, FL

Awards & recognition

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

Previous experience

  • Financial Advisor and Principal, Sanford C. Bernstein & Co., LLC 2006-2016
  • United States Marine Corps, Captain, 1993-1999