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
30
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, 2007-2020

Professional associations

  • The Financial Planning Association (FPA)

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.