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.

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41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

  • Florida State University, B.S. Business, Management, Marketing, and Related Support Services

Awards & recognition

  • Five Star Wealth Manager, 2012-2017, 2019, 2020

Previous experience

  • A. G. Edwards, 1983 - 2007 (23 years)
  • Wachovia, 2007 - 2008 (1 year)
  • Wells Fargo, 2008 - 2018 (10 years)

Community participation

Crosthwait Memorial Fishing Tournament

Committee member (1983 – Present)

Crosthwait has been giving back to the community in many forms. We continue to support educational scholarships to local anglers, the Marine Mechanics Program at Manatee Technical College, youth centers, the Fish, Game Association, and many different charities over the years.

Interests

Boating, Fishing & Travel

My photos

2 albums
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