(813) 343-0192
(386) 259-3784


Clients' needs always come first

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The proper mix of growth and risk

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Work With Me

Find out the next steps toward financial security

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Portfolio Management/Services

As an independent financial advisor, I offer both commission and fee-based structures to our clients. In an initial meeting, we will discuss what fee structure is best for you. We will also rate your risk tolerance on a scale from 0-100 using an analysis software called Riskalyze.

I offer the following services for my individual clients:

Estate Planning

  • Partnering with Attorneys and CPAs to create a plan that is right for you
  • Advisor Directed Trusts
  • Customized Investment Policy Statements


  • 401K Rollovers (current and old)
  • In-Service Withdrawals
  • IRAs Personal and Business
  • Income in Retirement


  • Stocks
  • Corporate & Municipal Bonds
  • Mutual Funds
  • UIT Unit Investment Trusts
  • FDIC Insured CDs
  • Structured Notes
  • ETF Exchange Traded Funds
  • BDC Business Development Company
  • REIT Real Estate Investment Trust
  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • Settlement Annuities

Insurance Protection

  • Life Insurance
  • LTC Long Term Care Insurance
  • Health and Disability Insurance

I also offer the following services for business clients:

  • 401k administration for employees and reviews
  • 403b plans for educators
  • Corporate 529 Plans
  • Retirement plans for business owners
  • Disability and life insurance benefits for employees

I am also able to provide guidance and resources in the following areas:

  • Debt reduction
  • Budgeting
  • Emergency savings
  • Teaching children about money