My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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50
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investments

Community participation

Annual volunteer for The "UPARC" Open Your Hearts Fundraiser.

Interests

My personal interests involve a passion for teeing it up on a great golf course coupled with some down time boating on nice days, which number many here in sunny Clearwater and Palm Harbor Florida along with family and friends.