Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution

Qualifications

  • FINRA Series 7
  • FINRA Series 66

Previous experience

  • Financial Advisor, Centaurus Financial, Lakewood Ranch, FL, 2011-2023, 12 years

Community participation

National Day of Service supporting Operation Christmas Child
National Day of Service supporting Operation Christmas Child

Interests

Spending time with my family. Quality time on the Golf Course.