I am a third generation Tampa native and have been involved in the financial service industry since 1992. I’ve worked within all channels within the financial service industry. I specialize in implementing the financial planning process, in order to identify and obtain my client’s needs and goals.
In addition my my experience in the wealth management industry, I am a mayoral appointed trustee for the City of Tampa’s General employee Pension Fund and currently serve as a Chairman of the Board.
I continuously volunteer with many local charities and earned my Airline Transport Pilot (ATP) certification.
My goal is to become a financial pilot for my clients, and to navigate them to the destination of their financial dreams.
Licenses & Qualifications
FINRA Series 6, 7, and 63 registrations are held through LPL Financial
FINRA Series 65 registration
Life, Health, and Variable Annuity licensed
Airline Transport Pilot (ATP)
Appointed Trustee for the City of Tampa's General Employee Pension Fund - Chairman of Board