My goal is to provide you with the resources you need for a sound financial strategy. Confidence comes from knowing that your objectives and goals can be reached because you are working with someone well versed, trained, and knowledgeable about financial services and one who keeps abreast of changes that occur in the financial world. I can help you successfully:
- Implement Strategies for reducing taxes
- Reach specific retirement goals
- Decide how to invest, based on your own goals and risk tolerance
- Ensure that your family and assets are suitably protected if the unexpected occurs
- Custom design programs that will help you to achieve your special goals…buying a home, retiring early, financing your child’s education, and more.
I am a lifelong resident of Gainesville, Florida. I graduated from the University of Florida with Honors. When I am not helping my clients, I enjoy spending time with family and attending Gator sporting events.
I am licensed to sell securities in FL, GA, and VA. I am licensed to sell insurance in AL, FL, GA, NY and WV. I am a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc., member SIPC (www.sipc.org). MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care