Advisor profile


Our approach

Creating lifelong relationships and raving fans by helping our business entity, individual and charitable organization clientele pursue their financial goals.

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Community participation

We support the American Cancer Society, Crisis Center of Tampa Bay, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Gasparilla Music Festival, Heroes on the Water-Tampa Bay, Humane Society of Tampa Bay, Leadership Tampa Bay, Moffitt Cancer Center, Sidewalk Stompers, Smart Ride, Southeastern Guide Dogs, Inc., Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, TBBCA, & West Tampa Chamber of Commerce.

Interests

I enjoy spending time with my children & grandchildren.