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ABOUT
Since entering the financial services industry in 2012, 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 FINRA Series 7, and 66 Securities licenses with LPL Financial
- Holds Florida Life & Health Insurance licenses
EDUCATION
Graduated from Edison State College with a Bachelor of Applied Science (B.A.S.) degree in Supervision and Management with a focus on Finance.
PERSONAL
When not at the office, I volunteer at Tanglewood Elementary School as a Watch D.O.G., coach my boys in soccer, and occasionally dance salsa with my wife.