It is important to me to listen closely to your financial story. I immensely enjoy crafting customized, unique solutions for my clients. I have nearly 17 years experience as a registered financial advisor. I have worked with two of the largest investment brokerage firms.
Just prior to the Wall Street meltdown of some of the major firms, I chose to develop & build my independent practice and affiliate with Raymond James. This independent platform has allowed me to offer quality objective expertise as well as a vast array of solutions for my clients.
I have both an MS and BS from the University of California.