With over 21 years of experience in the financial services industry and 17 years as a dedicated financial advisor, I take pride in helping individuals and families achieve their financial aspirations. As a CERTIFIED FINANCIAL PLANNER® professional and member of the National Association of Personal Financial Advisors (NAPFA) and XY Planning Network, I uphold the highest standards of fiduciary responsibility and client-focused planning.
I am passionate about blending the quantitative rigor of financial analysis with the qualitative understanding of my clients’ unique goals, values, and life circumstances. Being Money Quotient endorsed reflects my commitment to integrating both the technical and human sides of financial planning to create strategies that truly resonate.
A graduate of Florida State University with a Bachelor of Science in Economics, I combine academic expertise with decades of real-world experience to deliver personalized, effective solutions.
When I’m not working with clients, I focus on staying ahead in the evolving financial landscape and continually refining my approach to holistic financial planning.



