Advisor profile

What you can expect when you work with me

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

When you work with me, 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

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investment Management

Education

  • Bachelors of Arts, Economics, University of South Florida, Tampa, Florida

Interests

  • Family always come first! Morgan and I and can't forget about our furbabies, Theodore and Athena.
  • I love to Travel! Cruises are the best. These trips aren't fun if you dont have the right people to spend it with though! Only been to 4 different countries and need to experience the whole world!
  • I love working out and staying fit. It is a neccesity in order to be the best man I can be.
  • Basketball and Football are my favorite sports to play and watch.

My photos

3 albums
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