I am a Financial Advisor serving families and businesses in the St. Pete community. My goal is to understand you or your businesses financial priorities and provide you with the appropriate solutions needed to achieve them. Honest and authentic financial advice is the cornerstone of our practice and I encourage you to reach out if you have any questions. Outside of work I enjoy traveling, scuba diving, and cheering on our local sports teams.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
