Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S. in Economics from the U.S. Naval Academy, 1984
  • Master of Science in Business Administration From Boston University, 1988

Community participation

My family and I have been active as members in the Tampa Bay Fossil Club for many years and I have been the club's vice president for the past 8 years.

Interests

I enjoy a number of outdoor activities with my friends and family. Two of the activities I am most passionate about are photography and fossil hunting. There is a vast array of fossils that can be found in Florida. The most plentiful sites to hunt are the area's rivers. Florida's fossil record includes the 50 foot long Megalodon shark, a 20 foot tall ground sloth, Mammoths, Mastodons, Saber cats, and the Dire Wolf, to name just a few.