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About Me

Professional Experience

Florida Wealth Planning Group of Ameriprise Financial

Key Responsibilities

Analyze current and past financial data
Work with Clients preparing new brokerage and insurance
account applications
Purchased and sold stocks and bonds for clients portfolios.
IT Director for our home office in Palm Coast, FL
Prepare Cash Reports and update Advisors on any necessary
account rebalancing needed


Computer Doctor, LLC – Owner/President
Raydon Corp. – Help Desk I Technician
Operations Specialist/ Financial Assistant 8/2016 – 9/2022
2007 – 2016
2003 – 2007
Analyze current and past financial data
Work with Clients preparing new brokerage and insurance
account applications
Purchased and sold stocks and bonds for clients portfolios.
IT Director for our home office in Palm Coast, FL
Prepare Cash Reports and update Advisors on any necessary
account rebalancing needed.
Key responsibilities:
Provide IT support residential and business customers including
troubleshooting hardware, software, operating system issues,
and malware solutions
Utilized TeamViewer Remote Monitoring service to repair client
computers from my office.
Key responsibilities:
relevant experience providing IT Infrastructure field support
including troubleshooting hardware, software, operating system
issues, and problems.
Implemented Cisco network by running cables throughout
buildings and punching down into jack outlets
Hands-on experience in installing, troubleshooting, and fixing
desktops, printers, laptops, and other computer peripherals
hardware problems as well as desktop applications.