Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant, 2000
  • Chartered Retirement Planning Counselor, 2003
  • 2002 to present, financial advisor, Ameriprise Financial Services, Inc., Jacksonville, FL
  • 1996 - 2002, Vice President, Ameriprise Financial Services, Inc., Dayton, OH

Interests

I enjoy going to the beach with my wife. I like both college and professional football. The fall - football season is my favorite time of the year I am active in my community as a member of the Rotary Club of East Arlington (Past President: 2008 – 2009) In an attempt to recapture my youth, I frequently participate in Sprint Triathlons – Swim, Bike, Run . My wife and I are pet lovers and have volunteered in the past as Puppy Raisers with Canine Companions for Independence. We are currently spoiling our rescue dog – Francine In my free time…..I enjoy playing golf, reading and cooking.

Community participation

    Rotary Club of East Arlington - Treasurer and Past President

Alzheimer's Assocation of North Florida

Leadership Council, Jacksonville, Florida

Professional associations

  • Financial Planning Association: President Elect 2012 - NE FL
  • National Association of Insurance & Financial Advisors