Qualifications
I graduated from the University of South Florida in 1986 with a Bachelor of Arts in American Studies, and I have more than 36 years of experience in helping clients prepare for the financial future they want. Although I specialize in fixed income, I may often invite financial and estate planning professionals, pension plan specialists, insurance and annuity experts or mutual fund and asset management consultants into our conversations to help ensure you have the fullest range of the best wealth management solutions to choose from. I currently hold the Series 7, 8, 63 and 65 registrations, and I am licensed to provide life, annuities, health and long-term care insurance.
Personal
I reside in Lutz, Florida. In my leisure time, I enjoy golf, swimming, exercise, and spending time with my family.
