Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Charitable Giving
  • Family Finances
  • Domestic Partner Planning
23
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

Rotary Youth Exchange

Mandarin High School Interact Club

Hiking

Canoeing

Swimming

Community participation

  • Juvenile Diabetes Foundation, volunteer, Jacksonville, FL and Orlando, FL
  • Junior Achievement, Jacksonville, FL
  • Rotary Club of Mandarin, Jacksonville, FL
  • Mandarin High School SAC (School Advisory Council)