Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Dreamscape Wealth Advisors, Ameriprise Client Experience Award, 2020
  • Shaun Spaid, Ameriprise Circle of Success, 2007, 2010 – 2011, 2013 – 2020

Community participation

Guardian Ad Litem Volunteer

Florida Guardian Ad Litem Program Child advocate

Central Florida Finger Style Guitar Circle

Central Florida Songwriters and Musicians Group