Advisor profile


My approach

My mission is to help my clients make informed decisions about investment management and protection planning strategies and planning for more confident financial futures giving them more peace of mind. I help them work toward this goal by focusing on building relationships, putting their needs first, and sharing what I've learned through my years of experience. I aspire to translate my clients' dreams into plans with purpose. In my twenty years of financial planning experience, I have incorporated my clients’ and my own life experiences with my financial planning knowledge to assist my clients with planning to achieve their financial goals. As your financial advisor, you will find that I am here to really listen and care about what is important to you, help you discover any other needs and desires, and help you see the bigger picture; where you are at and what your options are to pursue the things that are most important to you. You can rest easy knowing you can rely on me to do the research and sustain my knowledge and understanding of the ever-changing financial economy and most importantly, your personal situation.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
21
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

Interests

While I am passionate about helping people to become financially fit, I also am an outdoor and wildlife enthusiast!

  • Saltwater Fishing - In my office you'll find photos of me with an almost tournament winning king, a dolphin that ate my tuna and a decent sized yellowtail snapper!
  • Wildlife - We enjoy the seasonal encounters in our backyard with wild turkeys, deer, otters, turtles, herons, and egrets. We also have a ‘wild’ Jack Russell and Norwich Terrier who fill our lives with dog wonder!
  • Art shows – I love art and cultural events. I support community involvement and I won't miss the Annual Tarpon Springs Art Festival!

Community participation

Advisory Board Member: Wheels of Success!

Wheels of Success is a non-profit organization that provides transportation solutions to families who struggle with staying employed due to commuting issues. Wheels of Success obtains vehicles through purchase or donation and restores them to good running condition through the support of partners in the automotive industry. As an Advisory Board Member, my role is to support the Wheels of Success mission and vision to help keep families gainfully employed by providing them with reliable transportation.

To learn more - http://www.wheelsofsuccess.org

Professional associations

  • Financial Planning Association