Focus
As a financial advisor for over 20 years, I believe in lifelong client relationships by offering highly-personalized, goal-oriented wealth management services and advice that help my clients achieve financial independence.  Experience has taught me that each decision we make can have far-reaching effects on financial life and goals.  As an advisor, being here for clients during milestone moments is such a rewarding experience.

Background and experience
In 2018, 2019 and 2020, I earned the Platinum Council (previously known as Premier Advisor) distinction which is held by a select group of financial advisors within Wells Fargo Advisors as measured by completion of education components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determining recipients.

Prior to beginning my career as a financial advisor, I earned a Bachelor of Science Degree in Finance. In 1999 I started with Morgan Stanley in Glastonbury, Connecticut, and then transferred with the firm to Destin, Florida.  In 2005, I joined Wells Fargo Advisors, and am proud to be part of a company who focuses on putting clients first and allows me to personalize my services to help ensure that each of my clients is treated as a valued individual.  It has truly been a pleasure assisting clients with their investment planning needs for over two decades.

Maintaining a strong sense of community and a solid professional foundation are very important to me. I have been involved as a Board Member for the Walton Area Chamber of Commerce, Ambassador for the Destin Area Chamber of Commerce, Panel Member for the American Heart Association Heart Ball, Co-founder and Program Chair for Emerald Coast Emerging Leaders, and Board Member for the Waterfront Rescue Mission - Fort Walton Beach Mission. One of my most humbling accomplishments was to be the recipient of the James D. Neilson, Sr. Chairman’s Award for Volunteer Service.