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.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0K79676.