Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Industry Licenses: Series 3, 7, 63 & 65

Education

  • B.S. Butler University

Professional associations

  • North Palm Beach Chamber of Commerce

Community participation

Equine Rescue & Adoption Foundation Palm City, Florida

St. Ann Place - Helping Alleviate Hunger in our Community

Interests

- Spending time with friends and family

- Discovering and experiencing local restaurants in the South Florida area

- Enjoy running and working out

- Passionate about working with my clients in an effort to achieve their goals