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ABOUT
With over nine years of experience in financial services, my goal is to guide 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 6, 7, 63 and 66 securities licenses with LPL Financial
- Holds Florida Life & Health Insurance licenses
EDUCATION
Graduated from The University of Central Florida, with a degree in Political Science – Prelaw
PERSONAL
I am happily married to my wife, Angelica and I enjoy college football, time with family and volunteering with local organizations.