Private Wealth Advisor
Chartered Retirement Planning CounselorSM
A.I.I. Financial Group
This number may include years as a financial advisor, and/or experience as a registered representative.
5.0 out of 5 rating based on 4 reviews
Areas of focus
- Retirement Planning Strategies
- Small Business
- I enjoy boating locally and shoreline trash clean-up.
- I really enjoy investment research and portfolio strategies.
Awards & recognition
- Ameriprise Circle of Success, "2009,2010,2011,2012, 2013, 2014, 2015"
- Ameriprise National Franchisee Advisory Council , 2016 - 2019
CRPC® Chartered Retirement Planning Counselor℠
- MBA, Finance, University of West Florida, Pensacola, FL