Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Community participation

National Day of Service - June 2019
National Day of Service - June 2019

Sponsor of Tennis 4 Cancer, A Rotary Club of Orange Park and American Cancer Society annual event (Fleming Island, Florida)

Member of Rotary Club (Jacksonville, Fleming Island)

Volunteer for Feeding Northeast Florida