We can help you achieve your financial goals with tailored, informed strategies and sound financial advice no matter what life throws your way.
Together we can help you identify your goals, analyze your risk profile, assess your needs, and establish a plan of action.
Maintaining and improving your standard of living, increasing your assets, and preparing for monetary independence in retirement are our primary goals that we strive for on a daily basis.
Our team employs their diverse experiences to shed light on the often complex world of finance. We are committed to helping you gain the clarity and confidence it takes to pursue your goals.
Sustainable growth gives your portfolio lasting value and ensures the future you deserve. Investments should do more than grow; they should fulfill our commitment to growing together
A sound investment strategy begins with a deep understanding of your risk tolerance, time horizon, and goals. That’s why we put your unique financial needs at the heart of our holistic approach.
Investment Advisor Representative
We strive to make a difference for those in our community. Our client-first strategies have resulted in industry-wide recognition that validates our approach.
Listed below are the credentials, registrations, and licenses that I currently hold:
Chartered Financial Consultant (ChFC):The American College (888) 263-7265 or www.theamericancollege.edu
Certified Estate Planner (CEP):National Institute of Certified Estate Planning (765) 457-1812 or www.NICEP.org
Certified Fund Specialist (CFS):Institute of Business and Finance (800) 848-2029 or www.icfs.com
Certified Annuity Specialist (CAS):Institute of Business and Finance (800) 848-2029 or www.icfs.com
FINRA Securities registrations held with LPL Financial:
Series 6: Limited Securities RepresentativeSeries 7: General Securities RepresentativeSeries 24: General Securities PrincipalSeries 26: Limited Securities PrincipalSeries 53: Municipal Securities PrincipalSeries 63: Uniform Securities Agent State LawSeries 65: Uniform Investment Advisor Law
FINRA - CRD #3159632
FINRA: (800) 289-9999
Insurance License 215: Life, Health & Variable Annuity – License #A267703
Florida Insurance Commissioner: (850) 413-3137