Our Qualifications

Since graduating from the University of South Florida with a degree from the College of Business, I have been working with individuals and businesses in central Florida since 1981.

With almost 3 decades of  combined personal and professional  experience in Investment Advising, I have helped thousands of families protect their investments, pension plans, and IRA's.

In addition to being a registered representative, series 7 & 63, I  hold the series 24 Principal designation for General Securities and I am a registered investment advisor represenative, series 65. I am  also  a licensed insurance agent for Life, Fixed and variable Annuities along with Equity Indexed Annuities.

With over 29 years of experience, my business has been sucessfully built on a tradition of trust.

One of the benefits of working with me is my ability to provide clear and easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to "Advise you To and through Retirement".