Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Florida-Bachelors of Science Business Administration

Interests

  • Avid tennis player both singles and doubles, just not very good!
  • I am an avid road cyclist and mountain biker
  • Traveling to enjoy other places and cultures
  • We are constantly adding to our art collection.

Community participation

We actively participate through volunteerism and financial contribution to our local art community. Whether visual arts or performing arts we feel it's important to the growth of any community.