Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Family Finances
  • Saving for Education
  • Charitable Giving
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CEPA® Certified Exit Planning Advisor
  • Series 7 License
  • Series 66 License
  • Health, Life, Variable Annuities and Variable Life

Interests

  • Family
  • Fly Fishing
  • Music
  • Travel

Community participation

  • Project Healing Waters Member
  • Bonefish & Tarpon Trust Member
  • Captains For Clean Water Member
  • Trout Unlimited Member
  • Indifly Corps Member