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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Investments

Education

  • Bachelor of Business Administration, Florida Atlantic University, Boca Raton, FL

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022
  • Private Wealth Management at Heathrow, Ameriprise Client Experience Award, 2021, 2022. 2023
  • Ameriprise Circle of Success, 2023

Previous experience

  • Director of Wealth Management, Private Wealth Managment at Heathrow - Raymond James, 2013-2020
  • Director of Wealth Management, Private Wealth Management at Heathrow - LPL, 2010-2013
  • Financial Advisor/Manager/Compliance Officer - Ameriprise Financial Services, Inc., 1996-2010

Community participation

Private Wealth Management at Heathrow - Community participation photo

I serve as Chairman of the Orlando Health Children’s Foundation which includes Arnold Palmer Hospital for Children and Winnie Palmer Hospital for Women & Babies. I also serve as a Board Member of the UCF College of Nursing Dean’s Advisory Board. As a cyclist, I’m proud to have served as co-chair for Camp Boggy Creek’s annual Challenge Ride. Camp Boggy Creek is a year-round camp for seriously ill children located in Eustis, Florida.

Interests

  • Cycling Enthusiast
  • Indoor Rowing
  • Sports Nutrition
  • Community Ambassador

My photos

3 albums
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