Advisor profile


My approach

Creating lifelong relationships and raving fans by protecting and growing the net worth of our business entity, individual and charitable organization clientele.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

Watching my son play hockey. Martial Arts, Scuba diving, & Watching UF Gators Football & Tampa Bay Lightning Hockey

Community participation

I support the American Cancer Society, Anchor House, Crisis Center of Tampa Bay, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Humane Society of Tampa Bay, Leadership Tampa Bay, Moffitt Cancer Center, RCS, Smart Ride, Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, TBBCA, West Tampa Chamber of Commerce, & Women's Peacepower Foundation.