Senior Financial Advisor
Whatever my client’s goals are, it’s very rewarding to work with them throughout their life and put strategies and plans in place to help them achieve their objectives. It fills me with great pride to watch someone retire on time or have a child or grandchild graduate from college without any debt due to the planning work we did along the way.
Background and experience
Before entering the financial services industry, I graduated from the University of Alabama with a degree in Human Environmental Sciences and worked as a Certified Business Education Teacher in Finance and Marketing. Over the past 20 years I have helped families, business owners and retirees develop customized investment plans to help meet their financial goals.
Now as a Senior Financial Advisor with Wells Fargo Advisors Financial Network located in downtown Fort Lauderdale on Las Olas Blvd, I take pride in working for a firm that puts you first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. My customized investment plans for clients consists of reviewing their planning needs, Investment portfolios, 401k, IRA’s Pension Plan, and Beneficiary designations. And my commitment doesn’t end there. My goal for each client is to live the one life they have the best way they can without sacrifice and unnecessary risk.
Away from the office
I share a passion for helping and educating others in my local community. I have been an active member of the local community for nearly 20 years. I am currently involved with St. Thomas Aquinas Alumni, St Anthony’s and St David’s Catholic Church, Broward Center of Performing Arts, and Community Charities. Away from the office, I also enjoy sports, theatre, and working with community organizations.