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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Small Business

Education

  • BS in Accounting and Business Management, UWI, 1998
  • Graduate Diploma in Accounting, London University, 2001
  • AAS in Information Technology, Kaplan University, 2013

Previous experience

  • Edward Jones, Financial Advisor, 2015-2022, Orlando, FL
  • Kaplan University, Admissions Director, 2009-2015, Orlando, FL

Community participation

  • CAFA Member
  • First Harvest Food Bank - Orlando

Interests

I enjoy playing tennis, traveling, reading and volunteering within the community.

My photos

2 albums
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