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CRPC conferred by College for Financial Planning.
ABOUT
With over 28 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds the Chartered Retirement Planning Counselor (CRPC) designation
- Holds FINRA Series 6, 7 and 66 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Tampa Bay Technical High School
PERSONAL
I am an amateur marathoner, dancer, and pickleball enthusiast. I enjoy spending time traveling with my family, including my Chocolate Lab named Brooklynn.