I am the founder of this independent financial firm providing Retirement, Income, Legacy, and Financial Planning to the families and business owners of Wesley Chapel, Miami Lakes and surrounding communities.

For over 25 years my mission has been to help my clients in the accumulation, preservation, and distribution phases of their Retirement Planning by providing individualized financial strategies.

I hold the Retirement Income Certified Professional® (RICP®) designation form the American College of Financial Services as well as being, since 2017, a FINRA arbitrator which is the Financial Industry Regulatory Authority.

My advice and recommendations are tailored to your individual investment goals, risk tolerance and time horizon. I strive to accomplish your long-term financial goals that may include accumulate wealth, preserve your principal, and maximize your income in retirement.