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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Insurance

Education

  • MBA Master of Business Administration , Rollins College
  • BA Bachelor of Arts, Economics, Rollins College

Community participation

Sponsor of the American Cancer Society's Relay For Life.

"Ameriprise proudly supports Wounded Warrior Project and Warriors to Work."

http://www.woundedwarriorproject.org

http://www.woundedwarriorproject.org/programs/warriors-to-work.aspx

Interests

Enjoy golfing, biking, skiing, traveling and playing chess.

My photos

1 albums
close