February 2009 to present, Senior Partner, Reuschle, Friedman & Winfree Wealth Advisors, Jacksonville, FL
1990 to January 2009, Financial Advisor, Ameriprise Financial Services, Inc., Jacksonville, FL
Designations and Degrees:
M.B.A., 1980, University of Florida, Gainesville, FL
B.A., 1974, Vanderbilt University, Nashville, TN
Graduate Business Club of Florida, President, Board Member, Jacksonville, FL
Personal/Interests/ Community Service:
Born and raised in Jacksonville.
Hobbies: Enjoys golf, fishing and college football
Married: wife Kimberly, two daughters.
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 helping clients with wealth transfer strategies as a part of their estate plan and developing income strategies for those considering retirement.