Since graduating from the University of Northern Colorado with a degree from the College of Business, I have been working with individuals in Central Florida since 1983. 

With almost 2 1/2 decades of personal and professional experience in Investment Advising, I have helped thousands of families protect their investments, pension plans, and IRA's.

I am a registered representative who holds a Series 7 & 63 designation along with the Series 24 Principal license for General Securities.  I also hold the Chartered Retirement Planning Counselor designation, CRPC, from the College for Financial Planning® in Denver, Colorado.  I am also a licensed insurance agent for Life, Fixed and Variable Annuities along with Equity Indexed Annuities.

With over 30 years of experience, my business has been successfully built on continued trust.

The personalized program that I can provide is a road map to working toward a more successful and secure financial future.