Our financial advice team

As a CERTIFIED FINANCIAL PLANNER™ professional, I have the privilege of helping clients accomplish their financial goals. I have always enjoyed solving puzzles. Each client has a unique set of dreams and concerns and I recognize how fortunate I am to be trusted with them. My role is to educate clients on the options for meeting their needs and explain the implications of their choices.

I have been servicing high net worth clients ranging from professional athletes to small business owners for over 16 years. I graduated from the Warrington College of Business at the University of Florida where I focused my studies on Business Marketing. My goal is alleviate the day to day stress from our clients and provide them with top notch service.