Built on Trust,
Driven by Results

My career centers on serving both individual and business clients as their personal wealth manager. In 1994, I obtained my Bachelor of Science, with a concentration in finance and psychology, from the University of Michigan. Then, in 1996, I obtained my Master of Science from Nova Southeastern University.

I have been active in the financial services industry for over 25 years. My focus is on helping clients achieve their own financial and retirement objectives by utilizing a customized approach. I also have experience in other areas of financial planning, including insurance, retirement and estate planning, legacy planning for both families and beneficiaries and 401(k) plans for companies of all sizes. My mission as an independent financial planner is to provide unbiased financial advice, backed by unmatched personal service, to offer an exemplary experience to my current and future clients.

I hold the designations of Accredited Investment Fiduciary® and Certified Wealth Strategist®. I also hold my FINRA Series 7, 63 and 65 licenses, in addition to my Florida Independent Life Insurance and Variable Products Insurance licenses.

I am very involved in my children’s lives, and I love golf and fishing.