I began my career in one of the equity market's most tumultuous months on record. I joined RBC in 2015 after 10 years at UBS and 14 years at Merrill Lynch.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. I am FINRA-registered and hold Series 7, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
My bachelor's degree is from university of Florida and my graduate degree is from Florida State University.