Advisor profile


My approach

As retirement approaches, the importance of budgeting increases exponentially. There are numerous decisions that need to be made to help ensure you and your loved ones are prepared. This is where Retirement Planning serves as your helping hand to effectively make those decisions and overcome any obstacles that may arise. I have been a trusted advisor in the financial industry for 23 years. I recognize the importance of, not only your financial well-being, but of your family’s too. Through the implementation of customized tax and estate planning strategies, I strive to formulate the most advantageous plan that looks to guarantee you and your family in feeling secure through this new chapter of your lives.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of South Florida Business School in 1984

Community participation

Outback Bowl - Board of Directors

Gulf Coast Estate Planning Council - Board of Directors

Professional associations

  • Member FICPA Florida Institute of CPAs

Previous experience

  • 1997 to 2019, Financial Professional, AXA Advisors LLC, 23 years