My profile

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31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving Strategies
  • Saving for Education
  • Insurance

Education

  • University of South Florida, Bachelor of Arts 1994
  • St. Petersburg College, Associate of Arts, 1991
  • Northeast High School, graduated 1988

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2026

Previous experience

  • Vice President, Franklin Templeton Investments, 2001-2020
  • Financial Analyst, TFS Securities Inc, 1999-2001
  • Internal Wholesaler, Franklin Templeton Investments, 1995-1998

Interests

My daughter Ashley is a senior in high school this year, so my joy of being a "Prop Pop" for her dance team will soon be coming to a close. I enjoy spending time outdoors, especially on the water. My boat, the Liquidity is by far my favorite mode of transportation. There are restaurants in St. Petersburg that I will not go to if we can't take the boat. We have a saying, "If you aren't running aground in Tampa Bay, you just aren't boating enough". I truely believe that music is a gift for all mankind. Although I wasn't very good, I played bass in a band for almost 20 years. Most recently I have been bitten by the golf bug.

My photos

4 albums
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