Balanced money equals a balanced life! I help individuals, families and businesses work toward independence. My passion is investment, financial, and retirement income planning.
We begin with discovery of values and goals, develop a written plan and utilize our Bridge Process™ to implement and monitor results. We focus on tax, Social Security, long term care, and estate planning as well as risk management. We work towards moving the financial tides in the right direction for our clients.
I'm an independent advisor affiliated with LPL Financial, with over twenty years experience serving clients in Pinellas County.
I earned a Master of Business Administration from the Olin School of Business at Washington University in St. Louis, and I am CERTIFIED FINANCIAL PLANNER™ practitioner.