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
18
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 Planning Strategies
  • Investments
  • Small Business
  • Sustainable and Responsible Investing

Education

  • Bachelors of Science - Psychology - University of Florida - 2004
  • Associate of Arts - Santa Fe Community College - 2000

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Financial Advisor, PNC Managed Account Solutions, Inc, Gainesville, Florida, 2015 - 2021
  • Financial Advisor II, BBVA Securities Inc, Gainesville, Florida, 2013-2021
  • Financial Advisor, BBVA Compass Investment Solutions, Inc, Gainesville, Florida, 2006-2013

Community participation

Patriot Award

Presented by the Department of Defense-Employer Support of the Guard and Reserve (ESGR) on April 14th, 2023.

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An employee serving in the National Guard or Reserve, or the spouse of a Guard or Reserve member, may nominate individual supervisors and bosses for support provided directly to the nominating Service member and his or her family. The Patriot Award reflects the efforts made to support citizen warriors through a wide-range of measures including flexible schedules, time off prior to and after deployment, caring for families, and granting leaves of absence if needed.

  • Department of Defense - ESGR

Interests

I love spending time with my family. I have been married for over 10 years and have 3 beautiful children. I also have a deep passion for helping people. I love to mentor and inspire young urban student athletes to help them reach their full potential through an organization by the name of Made For More. I also enjoy playing sports, swimming, going on nature walks and playing the piano.

My photos

1 albums
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