I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I firmly believe that everyone deserves comprehensive, holistic financial planning, and through my practice, I am able to provide this for all of my clients. There are three core principles that I impliment in running my practice: Accountability, Objectivty, and Proactivity.
I have lived in the Tampa Bay area with my girlfriend and two Jack Russell terriers for a few years now and graduated from the University of South Florida with a degree in Economics.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care