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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Saving for Education

Education

  • Southern University of New Orleans, Bachelor of Science; Accounting, 1977
  • Ohio University, MBA; Finance & Marketing, 1997

Community participation

- Community participation photo

Volunteer work for Earth Day assisting United Way in serving Ft. Lauderdale flood victim families.

Interests

Outside of the office, I enjoy being with my grandchildren and family experiencing life's enjoyment and motivational experiences. I work within my church congregation to promote togetherness and personal development through church functions in the community. In addition, I love to fish, take long walks, garden and landscape my yard, and reading.

My photos

2 albums
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