Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Florida Life Health and Variable Annuity

Education

  • Florida International University 2002-2006
  • BS In Sports Management
  • Minor In Marketing

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021, 2023

Community participation

National Day of Service

  • Paint your heart out
  • Relay for Life
  • Meals on Wheels
  • Feeding America

Interests

  • Family first! Kari and I welcomed our Daughter on Halloween 2023.
  • Traveling is a necessity for our family.
  • Self-Development (books/audiobooks)
  • I enjoy working out and spending time outdoors.
  • Our family does our part to give back by donating time to Meals on Wheels.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.