With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Associate of Arts, St. Petersburg College
Notary Public
Six Sigma Black Belt
Bachelors of Science in Finance, University of Florida
20 Years of Client Service Experience
Bachelors of Arts in Broadcast Journalism & Political Science, Syracuse University
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