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 Tampa bay area 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

  • Family Finances
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Small Business
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

Interests

  • Pursuing my formal Wine Education at WSET (Wine & Spirits Education Trust)
  • Teaching courses in Financial Literacy­- Empowering youth and adults to take control of their financial futures.
  • Passionate Amateur Photographer for over 40 years.

Community participation

Outback Bowl - Board of Directors

Gulf Coast Legacy Planning Council - Board of Directors

Financial Beginnings- Financial Literacy Instructor

Professional associations

  • Member FICPA Florida Institute of CPAs

Previous experience

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