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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving

Education

  • The Florida State University, Bachelor of Science in Multinational Business

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016 and 2017
  • PAMG Advisors, Ameriprise Client Experience Award, 2021

Previous experience

  • Summit Brokerage Services, Inc, 2011-2016
  • Commonwealth Financial Network, 2006-2011
  • UBS Financial Services, Inc, 1998-2006
  • Pruco Securities Coroporation, 1993-1998

Community participation

I coach in the US youth soccer league in SWFL.

Interests

During my spare time I enjoy outdoor activities with Family and friends. Additionally, soccer has been a passion of mine and have been playing since the age of five. Also, greatly enjoy watching my son play as well as coaching children.

My photos

5 albums
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