I am committed to producing measurable financial results while educating my clients so they feel comfortable making some of the most important decisions of their lives.
Many advisors are selling similar products for retirement planning. I understand that every individual has unique financial needs. I strive to get more involved in helping my clients make the choices that are important for their future. I do this by using a more holistic approach to financial planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, I want to learn about my clients’ lives, their kids, their dreams and aspirations. I then develop and implement investment strategies to address each client’s particular situation. I determine their risk tolerance, create an appropriate investment plan, perform regular portfolio reviews, and meet with them regularly in order to help them pursue their immediate and long-term financial goals.
I serve on the boards of the North Suncoast Estate Planning Council, Pasco-Hernando Early Learning Foundation.
I earned a Bachelor’s Degree in Business at Northeastern Illinois University.
I can assist my clients with:
• Estate Strategies and Wealth Preservation
• Risk Management
• Wealth Transfer and Succession Planning
• Philanthropic Planning
• Trust Planning
• Retirement Planning
• 401(k)/IRA Rollover Planning
• Investment Management and Advisory Services
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