CFP®, ChFC®, CLU®, ChSNC™, CFBS, CAP®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Special Needs (ChSNC Required), Retirement Strategies, Retirement Income Planning, Charitable Giving, Business Succession Planning, Estate Planning
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a , insight and capability. Contact me to discuss your financial future.
Check the background of this investment professional on FINRA's BrokerCheck
University of South Florida (1984-1988)
Board Member - The Carousel Center