I’m a Florida native, originally from Zephyrhills, and I’ve spent my life working in a variety of industries. Growing up in a family auto repair and salvage business, I learned the ins and outs of being a mechanic. After graduating from Zephyrhills High School (Go Bulldogs!), I joined my father in the construction industry, building homes. At 25, I switched gears, trading in my tool belt for a badge and beginning a career in law enforcement. Over the course of 25 years, I served with three different Florida agencies, eventually joining the Sarasota County Sheriff's Office in 1995.
After retiring from law enforcement in 2013, I pivoted to business ownership and ran a franchise in the home improvement sector. In 2020, I sold my business and transitioned into the financial services industry. I quickly realized how much this field aligns with my previous law enforcement career—especially when it comes to protection. In law enforcement, my job was to protect the community. In financial services, I now have the privilege of protecting the financial well-being and future of my clients. At heart, I’m a protector, and my role at Westshore Financial Group allows me to continue doing what I love.
I hold a B.A. in Criminology from Saint Leo University (2001), and in my spare time, I enjoy golfing, boating, and building Cigar Box Guitars.
Planning for Business Owners
Our strategies are designed to protect that which you have built, while helping you to maximize your opportunities and the value of your business.
We specialize in working with business owners in three distinct areas: Asset Protection, Wealth Building and Exit Strategies. We have found that our ability to help clients define their vision, goals and risks has a great impact on how they approach their finances going forward, and can help them reach their financial goals.
Disability Insurance
Your ability to earn income is the single greatest asset on your balance sheet. Your entire financial plan is predicted on whether or not you can work. Disability Insurance, or "Income Insurance," is the most important financial decision you will ever make. It is Chapter 1 in your financial planning playbook.
Disability Insurance can be complicated. Our goal is to make it as simple and easy as possible. Through education and information, we will ultimately empower you to make the best decision possible.
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