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ABOUT
With over 15 years of experience in financial services, I have helped clients develop simple options to their complex financial situations through comprehensive financial planning. This includes guiding individuals, families, and business owners to build, preserve, and transfer wealth. My diverse experience in banking, commercial banking, and investment advisory services provides you with a valued confidant that can truly understand your unique financial goals. As your partner, we will work together to understand your specific short and long-term goals and create a customized financial plan with tailored investment strategies and strategic financial guidance that you can feel great about. What’s more, when life changes, you will have a partner that is there every step of the way to adjust as life does.
QUALIFICATIONS
- GulfShore Bank, VP Commercial Banker (2008-2011)
- Holds FINRA Series 7, 66 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Ithaca College with aB.S degree in Applied Psychology.
PERSONAL
I am happily married to my wife Monica and enjoy traveling and physical fitness with my family.