As a licensed Financial Planner and Investment Advisor Representative with LPL Financial, I have the expertise to help clients with a wide range of financial services. I have been in the financial services industry for 17 years and specialize in comprehensive financial planning and retirement planning for FRS, DROP and Investment Plan employees and their families within the Tampa Bay area. 

I am a Florida native and graduated with an MBA locally from the University of South Florida. I understand the unique needs associated with living, working and retiring in the state of Florida. I believe in providing financial education and ensuring each client has a financial plan in place to help them achieve their financial goals. 

My services include:

• Retirement Planning
• Financial Planning
• Wealth Management
• Investment Planning & Asset Allocation
• College Planning & 529 College Education Plans
• Mutual Funds & Investment Accounts
• 403(b), Roth 403(b) & 403(b)7 accounts
• Traditional IRAs, Roth IRAs, SEP IRAs
• Fixed, Index & Variable Annuities
• Life Insurance & Long-Term Care Insurance
• Medicare Supplement & Advantage Plans
• FRS Pension estimates, Investment Plan, DROP guidance

I am an independent Investment Advisor Representative with LPL Financial which means I don't have any proprietary products and am able to offer clients a wide range of personalized financial solutions.   

It is my pleasure to work with you and your family to identify and develop strategies that will help you implement sound financial plans. Please contact me to schedule an appointment to discuss your goals.