16241 North Florida Avenue
Contact Me Linkedin
I was born in Tampa and currently live in Land O Lakes. I obtained my Bachelor's degree from Florida State University. I am married and have two daughters. One is currently finishing up high school, and the other is studying at the University of Virginia. In my free time, I enjoy coaching girls high school soccer, running, and playing golf.
While I enjoy helping all my clients achieve their financial goals, I believe I excel at helping a few specific types of clients.
1. Young families that are just learning about investing.
2. Families that have been putting off planning for their future and are behind.
3. Clients that are close to retirement but aren’t sure of the next steps.
4. Teachers in and out of the FRS system.
Introductory call: Discuss if we would be a good match.
Initial meeting: We will discuss financial goals, risk tolerance, investment preferences, current financial situation, and other relevant details.
Proposal: Based on the information gathered during the discovery meeting, we will create a tailored financial plan and investment proposal for the client.
Monitoring and Adjustments: Adjustments to the investment strategy may be made based on changing market conditions or the client's circumstances.
If you feel that we could be a good match and wish to explore the opportunity further please reach out an set up an introductory call.