I have been servicing high net worth clients ranging from professional athletes to small business owners for over 16 years. I graduated from the Warrington College of Business at the University of Florida where I focused my studies on Business Marketing. My goal is alleviate the day to day stress from our clients and provide them with top notch service.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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