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

  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Investment Management
  • Investments
  • Saving for Education
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances

Education

  • B.A. University of South Carolina

Awards & recognition

  • Five Star Wealth Manager, 2014-2016, 2019, 2020,2021,2022,2023

Previous experience

  • A. G. Edwards, 1996 - 2007 (11 years)
  • Wachovia, 2007 - 2008 (1 year)
  • Wells Fargo, 2008 - 2018 (10 years)

Community participation

United Way Of Manatee County

  • Member Board Of Directors (1998-2004)
  • Company Campaign Coordinator (1996-2012)
  • Campaign Cabinet Professional Division (2005-2008)
  • Planning Chairman (1999-2001)
  • Account Executive (1997, 2000)
  • Loaned Executive (1993-1995)

Big Brothers Big Sisters of Tampa Bay

  • Board Chair (2000-2001)
  • Member Board Of Directors (1997-2000)

United Cerebral Palsy

  • Fundraiser (2008-2009)

Community Haven for Adults & Children with Disabilities

  • Member Board of Directors (2009-2012)
  • Chair of The Board of Directors (2011-2012)

Interests

Family, community, boating, fishing, waterskiing, snowboarding, music, guitar, reading and the arts.

My photos

1 albums
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