As an experienced Financial Advisor, my mission is to help my clients and their families enjoy their retirement in the paradise that is Naples, Florida. I provide comprehensive investment advice, Investment management and retirement income strategies that can help build and preserve their wealth. I take pride in customizing individual investment income plans for each client and provide a personalized level of service and professional integrity.

I began my career in 2002 as a Financial Advisor working for UBS, developing financial portfolios and managing client funds. I later built more experience at SunTrust Bank and 5th/3rd Securities which included creating custom financial strategies around client's needs using stocks, bonds, mutual funds, managed accounts and insurance. My educational background includes earning my BA degree in history from the University of Florida.

I have a passion for working with each person to learn about their vision for a wonderful retirement, then putting a plan in place to help them achieve that vision.

Away from the office I enjoy a variety of sports including fishing, golf, hiking, the beach and visiting my vacation cabin in the mountains of Virginia.