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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Major in Finance, The College at Brockport - State University of New York, 2009
  • Masters of Business Administration, General Management, St John Fisher College, 2013

Community participation

We actively support and volunteer with Metropolitan Ministries of Pasco. We love being part of a loving and caring team of people that supports families in our local community. We love this organization because they help keep families together and obtain the assistance they need to improve their lives from food and shelter to education and occupational guidance.

  • Metropolitan Ministries

Interests

I love spending time with friends and family, mainly outdoors in this beautiful Florida weather! My fiance Mike and I love watching football, bike riding, going to the beach, and trying new restaurants. We also love to spend time with our two young nephews who we love to take swimming and play basketball with.