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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • Series 7, Series 63, Series 65, Series 31

Education

  • Bachelors of Science, University of South Florida, Tampa, FL

Previous experience

  • Wells Fargo Advisors, Financial Advisor, Palm Beach Gardens, FL, 2008-2020
  • Merrill Lynch, Financial Advisor, Jupiter, FL 1991-2008

Community participation

North Palm Beach Chamber of Commerce

Interests

*Swimming

*Surfing

*Fishing

*Yoga

*Running

*Paddleboard Fishing