Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Intergenerational Planning

Education

  • BS Bachelor of Science, Finance, University of Colorado

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Financial Advisor, FPS, Morgan Stanley, The Woodlands, TX, 2012-2020
  • Director of Fixed Income Trading, Montecito Advisors, Boca Raton, FL, 2012-2012
  • Vice President, FMSbonds Inc., Boca Raton, FL, 2007-2012
  • Licensed Fixed Income Trading Specialist, WM Financial Services Inc., West Palm Beach, FL, 2005-2007
  • Institutional Sales & Trading, Account Executive, J.P Turner & Company L.L.C., Boca Raton, FL, 2004-2005

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.