With over two decades of experience in the financial services industry, I specialize in comprehensive wealth management for high-net-worth individuals. As a Certified Financial Planner™, I provide holistic financial guidance tailored to my clients' unique goals. I have a Bachelor of Science degree in Business Administration with a concentration in Organizational Leadership.
I am actively involved in community initiatives such as Take Stock in Children and the Central Florida Early Learning Coalition. I find joy in educating clients and guiding them through the complexities of wealth management. With my background and dedication, I am committed to helping clients achieve their financial goals.
Born in Ohio and raised in Denver, Colorado, I have witnessed the remarkable growth and transformation of Orlando since making it my home in 1991. I value the importance of financial planning and prudent financial management, instilled in me by my upbringing.
In my personal life, I cherish the time spent with my family, including my daughter, son-in-law, and grandsons. They live just a short plane ride away, allowing us to create lasting memories together. I am also a lifelong golfer, starting at around 11 years old. To me, it is a game that reflects life's ups and downs and it reflects a lifetime of education–always learning and trying to improve oneself.