Focus: Insurance Strategies, Business Owners, Investment Strategies, College Funding Strategies, Retirement Income Planning, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Student Loan Refinancing, Retirement Strategies
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your need.
As a Special Care Planner, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients.
University of Florida Bachelor's Degree with Honors
Affiliations & Memberships
Member of Christ Community Church, Member of the American Association for Long-Term Care Insurance (AALTCI)
Coordinator/Leader Dave Ramsey Financial Peace University (FPU)
Check the background of this investment professional on FINRA’s BrokerCheck
1330 NW 6th Street Suite B
Gainesville, FL 32601