After a decade in the industry, I often find that when my clients and I first start working together, many of them share some of the same universal questions:
- Am I saving enough for retirement?
- Is the savings rate or rate of return a better strategy?
- When should I leverage my Social Security benefits, and how?
I work with my clients to create customized solutions. Together we create an Investment allocation plan based on their specific lifestyle, risk tolerance and time horizon.
As the Managing Director at Westshore Financial Group, my role consists of multiple hats. The first being that I work with my clients to create a customized financial strategy.
The other hat I wear as The Managing Director is helping to develop new Westshore financial professionals as they launch their careers. This career is for motivated, entrepreneurial individuals who are looking for a fulfilling career.
Aside from my business, I adore my family, the outdoor Florida sunshine, early morning bike rides and weekend horse rides.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian