Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance


  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™
  • Series 7
  • Series 65
  • Series 24
  • Series 63
  • Series 215 Life , Health, and variable annuity State of Florida


  • University of MA @Amherst BA Finance Class of 1987
  • The American College -CLU Class of 1994
  • The College of Financial Planning-CFP Class of 1992

Awards & recognition

  • Ameriprise Circle of Success, 2010-2023
  • Ameriprise Diamond Ring Club, 2015
  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023
  • Forbes Best-in-State Wealth Advisors, 2020-2023

Honored to receive recognition

All of us at Camelot Wealth Management Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Camelot Wealth Management Partners team and the great experience we work so hard to provide for our clients every day.

Community participation

I am actively involved in the South Florida community. I have lived in South Florida almost for the past 23 years. Have been a member of Junior Achievement, The Delray Beach Chamber of Commerce, West Boca Basketball, West Boca Football.


  • Love all sports
  • Patriots, Red Soxs, Celtics, and Heat Fan (Born in Boston)
  • I spend most of my free time with my three children: Evan (age 25), Cameron (age 22) and Milly (age 2)
  • I work out daily because without health there is less wealth
  • Boating
  • Investing back in my community
  • Fishing
  • Running
  • Foodie

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.