Providing valuable advice, based on what is best for you, is our mission. Whether it is your retirement, estate planning, lending requirements or assets at multiple firms, it’s fundamentally important that I, as your financial advisor, understand you, your goals as well as your family’s situation.
Working with your other advisors (Attorney, CPA), we find disciplined solutions that are closely aligned with your needs & objectives. Using a discretionary investment approach, we work hard to earn your trust now and as our relationship deepens. Planning upstream for your future downstream for over 15 years.
Over the years I have been named a “Five Star Wealth Manager” in southwest Florida. Previously I was a Financial Advisor with Wells Fargo Advisors for eight years. Before that my position was with Comerica Wealth & Institutional Management as the Branch Manager, “Team Leader” for southwest Florida.
Personally, I am involved in the fight against Duchenne Muscular Dystrophy, served on the Collier Board of the American Cancer Society, belonged to Pelican’s Nest Golf Club & enjoy collecting contemporary art.