I’ve always had a deep interest in the financial arena. This began at age 16 when I attended an investment symposium in California. From that point on I became incredibly curious in financial topics and devoured any information I could get from books and periodicals to learn and understand the world of investing.
I went on to college to follow my other passion of music as an accomplished violinist and fiddle player. I soon changed my major to Finance as that was where I truly belonged. In my senior year, I, along with small team a student analysts, helped to manage the endowment investment fund at the University of South Florida. We ran financial models and valued equities and were a large part of the decision-making process that year. I then realized this was my calling. I graduated with a Bachelors of Arts degree in Finance from the University of South Florida.
Although I am an analyst at heart, I enjoy working directly with people. In 2011, I started with Westshore Financial Group and brought together all the skills I developed.
Over the years, I have had success working with corporate executives and business owners on structuring a financial plan that gives them the most amount of control over the results that they are after. I don’t want to just help people with their financial plan, I want to change what’s possible for them; To show them how to master the “short game” in order for them to win the “long game”.
I also enjoy working with clients on their charitable giving goals. I work with them to structure a plan to minimize the tax impact to them as well as maximize the impact they can make when giving money to 501(c)(3) entities.
I’m a member of Idlewild Baptist Church in Lutz, FL and involved in a few ministries including the Worship ministry, the Stewardship ministry, and serve on the Finance Committee. Once a year I help coordinate Financial Peace University for church members.
I speak and teach on financial topics at Universities, Churches, and Association groups all across the United States. I spend my free time with my family, reading, playing music, and coaching.
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Westshore Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0K79676. 2019-78650 Exp 05/21