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

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Family Finances
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Series 7
  • Series 9/10
  • Series 24
  • Series 51
  • Series 63
  • Series 65
  • Series 66

Education

  • Bachelor of Science, 1987, Business Administration , UCF

Interests

  • Spending time with my family
  • Mentoring and Coaching
  • Grilling and sports
  • Pittsburg Steelers, Pirates and Penguins
  • Orlando Solar Bears, UCF Knights, Bishop Moore Hornets

Community participation

  • Bishop Moore Athletic Association
  • Fellowship of Christian Athletes / Florida Citrus Sports
  • St. Margaret Mary Catholic School Parent Business Network
  • SAY Baseball and Softball
  • POP Warner Football Coaching
  • YMCA Supporter
  • Orlando Day Nursery

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015
  • Ameriprise Circle of Success, 2011-2016

Professional associations

  • Financial Planning Association, Central Florida Chapter