As a Financial Advisor and Portfolio Director with RBC Capital Markets, I serve friendly, financially successful individuals and families who live active, fulfilling lives. Our clients value relationships, community, and experiences, and they seek a trusted advisor who understands both their wealth and their lifestyle. With CFP® credentials, I focus on making complex decisions simple and turning goals into clear strategies. I provide customized wealth management, including wealth planning, disciplined investment strategies, retirement planning, tax considerations, and legacy solutions. The process begins by understanding your goals and values, then creating a personalized plan tailored to your life. With ongoing guidance and proactive adjustments, you can remain confident through life’s changes and market shifts. True wealth is more than money—it’s the ability to enjoy life with confidence, provide for your family, and build a lasting legacy. Our mission is to bring clarity and peace of mind so you can focus on what matters most.
Outside the office, I stay active through fitness and share my love for the ocean as a scuba instructor. I also enjoy spending time with family and friends and giving back as a proud member of the Sarasota Rotary.
