Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Investment Management
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

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.

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.