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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Financial Planning for Small Business
  • Retirement Plan Distribution
  • Small Business
  • Charitable Giving Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Retirement Planning Strategies

Education

  • Masters in Business Administration, Concentration in Finance, University of South Florida, Tampa, FL
  • Bachelors in Finance, University of Tampa, Tampa, FL

Previous experience

  • Portfolio Management Director, Morgan Stanley, Tampa, FL, 2010-2026

Community participation

Interests

I have a strong interest in hiking and biking, which allow me to stay active while appreciating the outdoors. I also enjoy traveling, as it provides opportunities to explore new environments, cultures, and perspectives.

My photos

1 albums
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