Advisor profile


My approach

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Interests

Parenting my sons, Garrett and Seth, so they can achieve their potential & carefree spirits.

I am committed to individuals living in "wealth," which I define as the ability to live life to the fullest.

Community participation

  • Elementary School Reading Volunteer
  • Mentor, At Risk Youth
  • Member, Flagler County Chamber of Commerce - Flagler County, FL
  • Member, Ormond Beach Rotary - Ormond Beach, FL
  • Member and Mentor, Seniors Today, PAL (Police Athletic League) - Palm Coast, FL