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
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor (CRPC)
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Social Work, East Texas State University, Commerce TX, 1990

Interests

I am married to my wonderful wife, Jenny

One son Benjamin and daughter-in-law Crystal

I enjoy spending time with Friends and Family

Resident of Seminole County for over 30 years

One of my all time passions is Scuba Diving and underwater photography

I enjoy Art and Traveling

U.S. Air Force Veteran

Community Service

Ministry

Community participation

Rotary Club of Lake Mary, FL

The Sanford Regional Chamber of Commerce