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
24
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
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Finance & Multinational Business, Florida State University

Awards & recognition

  • Ameriprise Circle of Success, 2017-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • Guys with Ties of Jacksonville > Former Board Member
  • Gator Bowl Association > Former Committee Member
  • Cystic Fibrosis Foundation's > Former Honoree
  • Jacksonville Beach Recreation Dept. Flag Football > Committee Member
  • Habijax > Volunteer
  • 7 on 7 of Jax Flag Football, Inc > Secretary

Interests

I love spending time with my wife Katie, my two boys Joey and Jake and my daughter Caroline.

One of my favorite things to do outside of work is playing flag football. I've been playing for 20 years and in 2018 we were fortunate to earn a spot in the American Flag Football U.S. Open of Flag Football, playing at the New York Jets practice facility. In 2021 I was a Florida Flag Football Hall of Fame inductee.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.