Specialties
Retirement PlanningBusiness OwnersFinancial PlanningLife InsuranceBudgeting
About Me
Have been in the financial services industry over 30 years with my roots being in banking.
Has held my CFP designation since 2001. My focus is to help families and businesses reach their financial goals.
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Interests & Hobbies
Music, Photography
Ready to talk?
Always free for clients.
Credentials
CFP, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
I am also the President of the Northwest Florida BBIC, an approved outside business activity with New York Life.