Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

Request a consultation

Areas of focus

  • Sustainable and Responsible Investing
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution

Interests

  • Spending time with family and friends
  • Socializing downtown Deland
  • Giving back to the community
  • Party planning
  • MOAS (Museum of Arts & Sciences) member
  • Camping
  • Kayaking Save Draft

Community participation