Specialties
Estate PlanningWealth ManagementFinancial PlanningTax PlanningLong Term Care Insurance
About Me
Native of Orlando and involved in community.
Especially enjoyed working with widows and help them optimize their planning.
♥
Interests & Hobbies
RowingGardening
Ready to talk?
Always free for clients.
Credentials
CHFC , CAP, RICP, CKA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Registered Investment Advisor registered with State of Florida. Chartered Financial Consultant, Chartered Advisor in Philanthropy, Certified Kingdom Advisor and Retirement Income Certified Professional. BA degree University of Central Florida.