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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance

Qualifications

  • CRPS™ Chartered Retirement Plans Specialist™
  • Series 7
  • Florida Insurance License

Community participation

Interests

I enjoy spending time with family and friends-it's what I value most. Whether we're hanging out or doing something fun, those moments are always special to me. I also enjoy playing golf but it's not just about the game for me. I live for the connections and stories a round of golf can create. Staying active is important too, so I make time to work out-it's my way of staying sharp, both mentally and physically. When I get the chance, I can't resist being on out on a boat. There's something so relaxing about the ocean air and the sound of the waves. It's like the perfect way to recharge.