Advisor profile


Our approach

Creating lifelong relationships and raving fans by helping our business entity, individual and charitable organization clientele pursue their financial goals.

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

Areas of focus

  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • University of Florida, Gainesville, FL. 1991 - Finance

Awards & recognition

  • Osgood & Associates, Ameriprise Client Experience Award, 2020-2023

Personal/Family Information

The Tampa Bay Community has been home to me since birth. It has been a wonderful place to raise my son, Nicholas, and build our business. I also met my wife, Cristina, here, and we are enjoying both old and new friendships.

Community participation

I support American Cancer Society, Crisis Center of Tampa Bay, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Gasparilla Music Festival, Humane Society of Tampa Bay, Leadership Tampa Bay, Moffitt Cancer Center, Smart Ride, Sidewalk Stompers, Southeastern Guide Dogs, Inc., Tampa Firefighters, Tampa Museum of Art, TBBCA, & West Tampa Chamber of Commerce.

Interests

My interests include fishing, golf, martial arts, scuba diving, & watching UF Gators Football, Tampa Bay Buccaneers Football, & Tampa Bay Lightning Hockey.

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.