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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
  • Investments
  • Retirement Income Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Vanderbilt University, MBA, finance
  • Vanderbilt University, BA, economics

Interests

Family, reading, travel, community participiation, and attending sporting events

Community participation

  • Rotary Club of Jacksonville, member, Jacksonville, FL
  • Christ's Church Academy, Board of Trustees, Jacksonville, FL
  • Go To Nations, Board of Directors, Jacksonville, FL
  • Christ's Church Mandarin, member, Jacksonville, FL

Awards & recognition

  • Ameriprise Circle of Success, 2005-2012