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Specialties
This is my 26th year in a profession of helping individuals and families navigate to different financial stages of their lives, helping managing and preserving the wealth by developing comprehensive personalized investment strategies.
Clients can expect me to be a long-term relationship that encourage open communication and provide a high level of personal contact and accessibility. I am the immediate past chairman of the Orlando, Florida and the southeast regional board of directors for the American Lung Association I currently serve on the national board of directors as a board director for the American Lung Association.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
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