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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance

Qualifications

  • FINRA, Series 7 Exam
  • FINRA, Series 63 Exam
  • FL Life, Health, Variable Annuity License

Education

  • Associate Degree, United Technologies, Hartford, CT.

Previous experience

  • Moors & Cabot: Financial Advisor, 2008 - 2021

Community participation

National Day of Service bringing awareness to the local Brevard Humane Society.
National Day of Service bringing awareness to the local Brevard Humane Society.

We participate in the National Day of Service bringing awareness to the local Brevard Humane Society.

Interests

  • I enjoy spending time with my family.