Responsibilities

I have been in the financial services industry since 2005, primarily focused on custom financial and retirement planning, advanced wealth preservation and gifting strategies, as well as insurance and long-term care planning.  I'm responsible for helping individuals, families, and business owners develop, execute and evaluate the success of their customized plan compared to their goals.  Ultimately, my goal is for my clients to feel comfortable knowing their goals are achievable because they're making better financial decisions.

Credentials and Education

I'm a Portfolio Manager within the UBS Portfolio Management Program.  I hold FINRA Series 7 and 66 securities registrations as well as licenses for life, variable insurance and health insurance. I graduated magna cum laude from the University of North Florida in 2002. 

Service

I'm very active in my local community with the Meninak Club of Jacksonville, Uptown Civitan and Rethreaded Inc. I'm the past President for the Meninak Club of Jacksonville, has previously served on their board for 3 years and served as Charity Project Chair for 2 years.  I volunteer at Clara White Mission feeding the homeless through Uptown Civitan Club and I served on the advisory council for Rethreaded Inc. which is dedicated to breaking the cycle of human trafficking.

• B.A. University of North Florida in 2002

• Rethreaded Inc.-Circle Of Sister member
• Meninak Club of Jacksonville- Past President (2017)
• Uptown Civitan of Jacksonville- Board of Director
• Christ's Church- member

AZ, CA, DC, DE, FL, GA, IA, IL, LA, MD, MI, MS, NC, NJ, NY, OR, PA, SC, TN, TX, VA