Pompano Beach Office
PO Box 124
My reasons for becoming a financial professional are deeply personal. I repeatedly saw so many individuals struggling to find the help they needed to map out their finances for both today and tomorrow. I am confident that with my understanding of personal finance, coupled with my training as a financial professional and being a Certified Senior Advisor, I can help people address their financial situations of today and better prepare for the future.
After years in the business, I have developed a reputation for educating individuals through my many in person & online presentations, podcasts and blogs, in an easy-to-understand manner giving individuals a foundation of financial concepts so they can pursue their financial objectives. I also feel a strong commitment to my community and nation, guided by my several years in the Army, being on the National Speakers Bureau of the Alzheimer's Association, a Ruling Elder & active member of my church and involvement in various other amazing organizations & associations.
The many years in the business have taught me that no one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping each client develop a strategy to address their financial goals and objectives, using the most diverse pool of resources available.
Certified Senior Advisor & Wealth Advisor
Whether you are investing to build wealth, protect your family, or preserve your assets, the personalized service you will receive focuses on one thing - you and your needs, wants, and long-term goals.
As a Certified Senior Advisor I have many years of experience in financial services and addressing the needs of each client and their unique situation. I can help you address your needs and I look forward to working with you today and for many years to come.