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
  • Cash Flow Management Strategies
  • Saving for Education
37
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