Background

With over 30 years of experience as a financial advisor, I’ve had the privilege of working at some of Wall Street’s most respected firms. As a CERTIFIED FINANCIAL PLANNER™, I take a holistic approach to financial guidance—helping clients navigate Investment Planning, Retirement Planning, Insurance Planning, Tax Strategies, Estate Planning, Education Funding, Income Planning, and Liability Management. My mission is to simplify the complexities of wealth management and empower clients to make informed decisions with confidence.

Experience

• 2019 - Present : Wells Fargo Advisors, First Vice President-Investment Officer
• 2012 - 2019 : Ameriprise Financial Services Inc., Vice President-Financial Advisor
• 2008 - 2012 : Morgan Stanley, Vice President-Financial Advisor
• 1998 - 2008 : Wachovia Securities, First Vice President-Investment Officer
• 1992 - 1998 : Merrill Lynch, Financial Advisor

Planning

Your vision for the future is deeply personal, and I am committed to helping you achieve it. Many of my clients span multiple generations—some of whom I’ve had the honor of serving since working with their parents or grandparents. This long-term perspective drives my commitment to building lasting relationships rooted in trust, transparency, and continuity. I understand that financial planning impacts more than just today—it shapes the future for those you care about most.

Personal Background

I’m proud to be married to my college sweetheart, Melissa, and together we’ve raised three wonderful daughters. Outside of work, I’m an avid college football fan and enjoy spending time outdoors—whether it’s hunting, fishing, sporting clays, golfing, or snowboarding. These passions keep me grounded and remind me of the importance of balance in life and in financial planning.

CA License #0F25625. Resident State FL.