Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

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

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.

Interests

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