I am a trusted financial advisor to many, working with business owners and in advanced markets, specifically medical, legal, and with highly compensated sales professionals. My clients understand that a one-size fits all approach to planning and investing will not create favorable financial outcomes. I believe that my unique approach to goal planning, combined with past experience and knowledge in the markets I serve, enable me to provide tailored solutions to my client’s financial problems that work to reach optimal results.
An alumnus of The University of South Florida with a BS in Economics, I am a fourth generation Tampa native with deep roots in the community. I am also a proud graduate of Tampa Jesuit high school. My grandfather, Frank Llaneza, was regarded as a pioneer in the premium cigar industry and a pillar of the Tampa community. My father is a disabled CPA, so I have a thorough understanding of the importance of protecting and managing cash flow.
I entered the financial services industry in 2008, and joined Guardian Life and Park Avenue Securities in 2012, where I was awarded the agency's first Centurion Award. I have been featured in a number of publications, am a member of the Coastal Conservation Association and The Westshore Business Alliance, and am proud to be a representative in The Tampa Jesuit Alumni Council. I am also a preferred financial wellness provider for physicians-in-training through HCA East and West Florida teaching hospitals.
I come from a family of outdoors enthusiasts, am an avid fisherman, and regularly compete in professional tournaments. I've even managed to win a few. Ask me about the fishing tournament when I won a brand new boat!
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.