As an Edward Jones financial advisor, I offer financial planning services, which allows us to take our relationship to a deeper, more individual level, assisting to create comprehensive strategy tailored to you. I believe it’s important to invest time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I ca
n help determine an appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals. One of my passions is creating a community foundation of financial education. Through quarterly seminars, Great American Teach In, and educational meetings. In 2024, I was awarded the Business of the Year Award through my service to the Valrico Fishhawk Chamber of Commerce. As an advocate for our community non profit organizations, I have served with the Tampa Metropolitan YMCA as the Board Chair for the Campo location. I also have volunteered for organizations like the Valrico Fishhawk Chamber of Commerce, Coyotes Youth Lacrosse, and the Honorary Mayor's Race (non political) for the past two years. Member SIPC.
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