Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • 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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM

Education

  • Florida State University, Bachelor of Science in Economics 1990

Interests

  • I have been married to my wife , Regan, for 25 years; we've been working together for over a decade.
  • 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.

Awards & recognition

  • Ameriprise Circle of Success, 2007-2019

Professional associations

  • The Financial Planning Association (FPA)