About me
Born and raised in Orlando, FL. I have a deep passion for serving both my clients and the community. With 8+ years in the industry, I use my extensive financial knowledge to develop strategies tailored to each client's needs.
My planning process isn’t one-size fits all, it’s tailored for each individual client. Your goals and aspirations are unique, so it only makes sense that your financial plan should be as well. My process is comprehensive and personalized for your circumstances, bringing you customized solutions that match your life stage and financial ability.
Here are my areas of expertise
I believe in taking a disciplined investment approach based on diversification across
multiple asset classes and maintaining a long-term perspective of markets and
performance.
Investment Planning & Strategies
Advisory Services
Retirement Planning & Income Strategies
Life Insurance Strategies
Multigenerational Planning
Estate Planning
Business Employee & Executive Benefits Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
