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ABOUT
With over 25 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
- Financial Advisor at Suncoast Investment Services for over 16 years.
- Financial Advisor, American Express (2000-2002)
- Financial Advisor, Wells Fargo (2007-2008)
- Holds FINRA Series 7 securities licenses with LPL Financial
- Holds Florida Life & Health Insurance Licenses
EDUCATION
Graduated from Bowling Green State University in Ohio with a Marketing degree earned.
PERSONAL
I spend most of my free time with my family and two daughters. I also enjoy playing Golf and spending time on the boat.