Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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


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


  • 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







*Paddleboard Fishing