OUR VISION: Virtus Wealth Advisors courageously helps lead our clients to accomplish life’s gifts of freedom and choice through financial planning and consultative advice.
OUR MISSION: We serve our clients by implementing accountability on tracking their goals, dreams, plans and purpose.
15+ years of customer service experience
20+ years in the financial industry. With Ameriprise Financial since 2012
Bachelor of Science in Finance from University of Central Florida
SIE- Securities Industry Essentials
Series 7 – General Securities Representative Exam
Series 66 – Uniform Combined State Law Exam
Bachelor of Science in Finance from Florida State University
SIE- Securities Industry Essentials Examination
Series 65- Uniform Investment Advisor Law
Series 63- Uniform Securities Agent State Law Exam
State of Florida Health & Life Insurance License
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