Specialties
About Me
I work best with individuals, families, and retirees who want more than investment management alone.
They are looking for a trusted advisor who can help connect all the pieces of their financial life and provide guidance through important financial decisions. Whether they are preparing for retirement, already retired, or navigating a major life transition, I help create a clear path forward.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChSNC, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you: • Define your personal financial goals • Develop a financial strategy that can help you achieve these goals • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame • Implement your strategy with products and services that help meet your needs. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 301 East Pine Street Suite 800. Orlando FL 32801 407-992-6690 I am licensed to sell insurance in: FL, NC, CO, GA.