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
25
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
  • Financial planning for small business
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Retirement Income Strategies

Qualifications

  • Series 7 - General Securities Representative; Series 66 Uniform Combined Sales

Education

  • B.S. Business Administration , Pepperdine University, Malibu, CA

Previous experience

  • Financial Advisor, LPL Financial, LLC, 2005-2024, Clearwater, FL, 19 years
  • Financial Advisor, Edward Jones, 2001-2005, St Louis, MO, 4 years

Interests

Outside of work, I truly enjoy spending quality time with my family, whether we're relaxing at home or exploring new destinations together. Traveling is a passion of mine—it’s a great way to recharge and create lasting memories. I also love coaching baseball with my son, which has been a rewarding experience for both of us. And when football season rolls around, you’ll definitely find me cheering on the Tampa Bay Buccaneers!