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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Financial planning for small business
  • Intergenerational Planning
  • Insurance
  • Women's Financial Strategies

Community participation

We support the 1Voice Foundation, A Kid's Place, American Cancer Society, Crisis Center of Tampa Bay, Dogs, Inc., Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Humane Society of Tampa Bay, Leadership Tampa Bay, Metropolitan Ministries, Moffitt Cancer Center, Sidewalk Stompers, Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, & TBBCA.

Interests

I enjoy spending time with my children & grandchildren.

My photos

1 albums
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