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
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


  • Industry Licenses: Series 3, 7, 63 & 65


  • 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


- 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