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

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

Qualifications

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

Education

  • Duke University, Bachelors, Political Science

Interests

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

Previous experience

  • Financial Advisor and Principal, Sanford C. Bernstein & Co., LLC 2006-2016