CA License #0C51673
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor when I opened the Sarasota office. I began my financial services career in 1985 at A.G. Edwards, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to play golf, stay active as well as participate in and watch most sports. I also like to travel – some of my military and government employee clients have lived and worked around the world, which has led me to visit over 100 countries. In addition, I enjoy studying and reading about investment markets.
Areas of Concentration
- Asset Allocation
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management
Education and Credentials
- University of Tampa, Bachelor of Arts degree in Accounting