Broker Check

Like the contents of a beach bag, a thoughtfully crafted retirement plan helps provide you with protection, options, flexibility in all kinds of weather, and allows you to truly enjoy this next phase of your life. I help State of Florida employees feel confident that no shell has been left unturned when it comes to their retirement planning and I work to deliver a sound plan regarding their retirement dreams.

Dreams are as individual as starfish. And for independent spirits, dreams may be as multiple as starfish on the beach. That's why the financial plan you adopted in your 30's, 40's or even 50's may no longer address your changing goals.

As you surf my website, I encourage you to send me a note with any questions you may have. I'll get back to you quickly with a thoughtful answer. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

<strong>Where You Are</strong>

Where You Are

I create financial strategies tailored to your goals.

<strong>Where You Want To Be</strong>

Where You Want To Be

Decades of experience have prepared me to guide you through your life transitions.

<strong>How You Get There</strong>

How You Get There

I believe values matter, and I try to remain cognizant of mine every day.

Your retirement is a story only you can write.

Allow me to help plan your story with intention.


Fill out the form below to receive your complimentary Retirement Lifestyle Workbook.

Thank you!

Learn "How to Potentially Increase Your Retirement Income and Avoid Running Out of Money in Retirement"...

Watch Complimentary Video Especially for State of Florida Educators