Helping people do the right thing for their loved ones, their business, and their community since 2014. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, I believe that people want to do what's right: right for themselves, right for their families, and right for their communities. After more than 5 years working as a stock broker and then manager at a fortune 500 company and 2 years as a financial s
ervices educator I set out to run a business that made it easy for my clients to do what is right for themselves and their loved ones while focusing on giving back to the community. In addition to nearly a decade of experience I also hold a degree in business from our very own UNF (SWOOP!) and I grew up in a family of small business owners working contruction all across Northeast Florida. You can take comfort in the fact that I have been a proud member of the Jacksonville community my entire life and therefore have a vested interest in seeing my friends and neighbors succeed. As a spouse, parent, and business owner I have many of the same aspirations as my clients and am happy to share with you all the resources I have available. Of course, my background isn't really the one that matters. To be the best possible partner, I believe that getting to know my clients personally – their hopes, dreams, and goals for the future – is the most important first step. So, if you're looking for a trusted partner that is ready to put their expertise and experience to work for you, give me a call at 904-655-8101 or email [email protected] to schedule your complementary appointment.
