Gabriel works with individuals and small business owners to develop practical, goal-driven financial plans. He focuses on helping clients understand where they are today and what steps are needed to support retirement readiness and long-term financial stability.
He believes that effective planning begins with education and clear communication, taking time to explain complex financial topics in straightforward language and helping clients understand their options and make informed decisions with confidence. His calm demeanor creates an environment where clients feel comfortable asking questions and engaging fully in the planning process.
A graduate of the University of Tampa where he earned his MBA, Gabriel also holds the Certified Financial Planner® certification and the Accredited Asset Management Specialist® designation. His career includes advisory roles with Edward Jones as well as extensive experience at Raymond James, where he served in institutional consulting, due diligence, product management and marketing leadership roles. He leverages the skills and experiences he gained from this broad background throughout his approach to financial planning.
Gabriel believes his clients value his ability to simplify conversations and remove industry jargon. An educator at heart, he takes special care to manage expectations and ensure that clients understand each component of their plan, including retirement, estate considerations, insurance, debt management and tax strategies.
Originally from Zambia, Gabriel lives in Riverview, Florida, with his wife, Carissa, and their children, Karina and Diego. Outside of work, he owns and operates a youth sports franchise and is actively involved in several community organizations, including Rotary and local chambers. He remains committed to service, education and community leadership.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
