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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science, Finance, University of South Florida, Tampa, FL

Interests

My interests include spending time with family and friends, playing golf, and watching and attending sporting events such as football, basketball, soccer, and hockey. I also enjoy going to the beach, attending concerts, a good movie, bowling, and playing cards.