Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science, Economics, Florida State University, Tallahassee, FL

Awards & recognition

  • Ameriprise Circle of Success, 2007 - 2023
  • Glades Wealth Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021 - 2023

Community participation

Feeding South Florida: Food Drives, 2020-2022

Voices for Children of Broward County: Back to School Supplies Drive, 2023

Meals on Wheels: Messages of Love Campaign, 2023

Women in Distress: Donation Drives, 2023-2024

Interests

  • I have been married to my wife, Regan, for 30 years; we've been working together for over two decades.
  • We have two children, Ashlin and Jackson.
  • Our family spends a lot of time together at the beach or hiking.
  • Our family loves our two German Shorthaired Pointers, Jersey & Duke. Check out the photos down below!
  • I completed Ironman Texas in 2014 and Ironman Florida in 2015.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.