Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science in Finance from Florida State University
  • Bachelor of Science in Management from Florida State University

Interests

  • Spending quality time with wife, Stacie, and our 3 daughters
  • Family boating fun on the weekends
  • Golfing with clients and friends

Community participation

  • Current President of the Jupiter Shrine Club
  • Past board member at the Hope Center for Autism
  • Volunteer coach with the Jupiter-Tequesta Athletic Association
  • Member of the Shriners organization in Palm Beach Gardens, FL.