2009-present, Senior Partner, Reuschle, Friedman & Winfree Wealth Advisors, Jacksonville, FL
1997-2009, Senior Financial Advisor in a Platinum Advisory Franchise, Ameriprise Financial Services, Jacksonville, FL
Designations and Degrees:
Certified Retirement Planning Counselor®
B.A., 1997, Marketing, University of North Florida, Jacksonville, FL
Personal/Interests/ Community Service:
Enjoys college sports, fishing, fine wine, travel
Jacksonville resident for over 20 years
Former board member: Juvenile Diabetes Research Foundation and Alzheimer’s Association.
Navigating Financial Markets Radio Show Host on 1010XL 92.5FM Saturdays 11-12pm
Contributor and volunteer to CSX Retirees Association among other charities
Areas of Focus:
I am a senior partner in an independent financial services firm with a financial planning focus & institutional investment philosophy. I specialize in working with high net worth families and business owners, helping them develop personalized financial strategies to help them achieve and maintain financial independence. I also have extensive expertise in consulting with railroad executives working under the Railroad Retirement system in helping them understand how these unique benefits apply to their own financial planning needs.