Team profile


What you can expect when you work with us

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

When you work with us, 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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Awards & recognition

  • North South Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

Proud Sponsor of Sarasota Polo Club 2024 Woman's Tournament
Proud Sponsor of Sarasota Polo Club 2024 Woman's Tournament

Our office participates in community outreach programs many times throughout the year. We also donate annually to several charities within our community.