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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

  • Bachelors Degree in Economics, University of Connecticut 1988-1992

Awards & recognition

  • Five Star Wealth Manager, 2013-2022

Previous experience

  • Financial Advisor, Wells Fargo Advisors, Venice, FL 2010-2023, 12 years

Community participation

Greek Dance Instructor for St Barbara Greek Orthodox Church, Sarasota, FL

Interests

I love to spend time listening to music, playing my guitar, watching my favorite sports teams, doing puzzles and detailing model planes.

My photos

1 albums
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