Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Saving for Education
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Community participation

Volunteer for Fort Myers High School Greenwave Booster Club

Participant of Champions 4 Children Charity Event

Member of the Financial Planning Association