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

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor of Arts - Rollins College Winter Park, Florida

Community participation

  • PENCIL Foundation - Board Member

Interests

  • Family. Our family spans across the USA and two continents.
  • Traveling. I've visited about half of our 50 states and hope to have a chance to get to all of them. I've also been fortunate to experience Europe and South America.
  • Cooking. My creative side comes out in the kitchen and on the grill.