A University of Florida graduate majoring in Business/Finance and a Human Resources minor, I have a unique perspective on human nature. With 10 years’ experience in Human Resources and 35 years in Finance, I combine both of my strengths to help my clients achieve their financial security in retirement.
As an independent agent, I am able to seek many different avenues for my clients. By constantly continuing my education and training, I have been able to learn from the best, awarding my clients the opportunity to share in this knowledge and help them succeed. When I talk with you about wealth options, I put it in real-life terms based on your circumstances to find the right fit and value for you.
I will create a portfolio and design a program that is based on your needs and that will protect you for a lifetime. Together we will arrange your financial documents in one neat, easily obtainable collection that will help you and your loved ones.