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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science, Florida State University, 1990
  • Chartered Financial Consultant, The American College, 1999
  • Chartered Life Underwriter, The American College, 2000
  • Chartered Retirement Planning Counselor, College for Financial Planning, 2002

Interests

  • Spending time and traveling with my wife, kids, and dad.
  • Sports teams; flag football, softball, and basketball.
  • Florida State University Booster and sports events.

Community participation

I have been involved for the last two years in "Cards For A Cure" which benefits Tallahassee Memorial Hospital's various cancer programs.

Awards & recognition

  • Ameriprise Circle of Success, 2004-2013